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Principal Small-MidCap Dividend Inc Inst PMDIX

Analyst rating as of
NAV / 1-Day Return
16.92  /  2.05 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
11.18 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.20%
Turnover
75%

Morningstar’s Fund Analysis PMDIX

Will PMDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still poised to deliver.

Associate Director

Summary

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A restocked team and an orderly approach earn Principal Small-MidCap Dividend Income a Morningstar Analyst Rating of Bronze for three share classes; the pricier C shares are rated Neutral.

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