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Principal MidCap Value I Inst (PVMIX)
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9/21 12:03 PM
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18.90 - YTD Return 15.11%
- Expense Ratio 0.69%
- Category Mid-Cap Value
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 2.94B
- Beta (5Y Monthly) 0.90
- Yield 1.12%
- 5y Average Return --
- Holdings Turnover 49.90%
- Last Dividend 0.22
- Inception Date Mar 2, 2009
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.
Principal Funds
Fund Family
Mid-Cap Value
Fund Category
2.94B
Net Assets
2009-03-02
Inception Date
Performance Overview: PVMIX
View MoreTrailing returns as of 10/22/2024. Category is Mid-Cap Value.
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Holdings: PVMIX
View MoreTop 10 Holdings (15.88% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPVMIX
Financial Services 16.57%
Industrials 16.56%
Consumer Cyclical 12.06%
Technology 11.41%
Real Estate 10.53%
Healthcare 10.00%
Consumer Defensive 6.04%
Basic Materials 5.88%
Energy 5.71%
Utilities 4.41%
Communication Services 0.83%
Recent News: PVMIX
View MoreResearch Reports: PVMIX
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