PMDIX Mutual Fund

PMDIX Mutual Fund (Principal Small-MidCap Dividend Income Fund Institutional Class) is managed by Principal Funds with $649.2M in net assets. PMDIX expense ratio is 0.85%, holding 81 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2011-06-06.

PMDIX performance shows a YTD return of 7.76%. The 1-year return is 11.25% and the 5-year return is 9.36%. PMDIX dividend yield stands at 1.24%, paid quarterly.

PMDIX 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 PMDIX holdings, PMDIX sectors, or PMDIX dividends.

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