PMBCX Mutual Fund

PMBCX Mutual Fund (Principal MidCap Fund Class C) is managed by Principal Funds with $18.7M in net assets. PMBCX expense ratio is 1.71%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-01-16.

PMBCX performance shows a YTD return of -11.94%. The 1-year return is -15.56% and the 5-year return is 3.16%.

PMBCX top holdings include Heico Corp. Cl. A (5.3%), Brookfield Corp (5.2%), Transdigm Group Inc. (5.1%), Live Nation Entertainment Inc (4.9%), Kkr & Co. Inc. Class a (4.7%). Go to all PMBCX holdings, PMBCX sectors, or PMBCX dividends.

PMBCX can be compared against other funds. Use PMBCX overlap to find shared positions, or PMBCX vs another fund for a side-by-side view. PMBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.