PMDHX Mutual Fund

PMDHX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class R6) is managed by Principal Funds with $294.6M in net assets. PMDHX expense ratio is 0.78%, holding 81 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2017-01-03.

PMDHX performance shows a YTD return of 7.87%. The 1-year return is 11.31% and the 5-year return is 9.42%. PMDHX dividend yield stands at 1.31%, paid quarterly.

PMDHX top holdings include East West Bancorp, Inc. (2.8%), Quest Diagnostics Inc (2.5%), Wintrust Financial Corp (2.5%), Mks Instruments Inc (2.4%), Packaging Corp. Of America (2.4%). Go to all PMDHX holdings, PMDHX sectors, or PMDHX dividends.

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