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Principal Small-MidCap Dividend Inc Inst PMDIX

Analyst rating as of
NAV / 1-Day Return
17.05  /  1.09 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
10.64 years
Category
Mid-Cap Value
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.90%
Turnover
75%
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Morningstar’s Analysis

Will PMDIX outperform in future?

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

A few changes and challenges, but still promising.

Associate Director

Summary

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Principal Small-MidCap Dividend Income’s veteran leadership and effective approach should help it carry on after a recent retirement and a rough 2020. Most share classes earn a Morningstar Analyst Rating of Bronze, but the pricier C shares are rated Neutral.

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