Principal MidCap’s growing team and time-tested approach earn the mutual fund Morningstar Analyst Ratings of Silver or Bronze, depending on fees, while the retail separately managed account gets Silver. The strategy is closed to new investors.
Principal MidCap R5 PMBPX
NAV / 1-Day Return
30.25
/
1.94
%
Total Assets
18.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.840%
Expense Ratio
0.840%
Fee Level
Above Average
Longest Manager Tenure
21.56
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
12%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PMBPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMBPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PMBPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PMBPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Quietly good.
