PMBSX
Principal Fds, Inc. MidCap Fd Cl R-4
$47.76
Principal Fds, Inc. MidCap Fund Cl R-4 (PMBSX)
The Principal Fds, Inc. MidCap Fd Cl R-4 (PMBSX) is a mutual fund that focuses on investing in mid-sized companies. It is managed by Principal Funds, Inc. and is classified as a Class R-4 fund, which typically has lower fees and minimum investment requirements compared to other classes. This fund aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks. It may also invest in other securities such as bonds and cash equivalents to further diversify its holdings. PMBSX is suitable for investors seeking exposure to mid-cap companies and are willing to take on a moderate level of risk.
PMBSX Mutual Fund Chart & Stats
$47.76
At close: 4:00 PM EST- Previous Close
- $47.76
- Sub-Category
- Mid Cap
- Total Liabilities
- $25.75M
- Expense Ratio
- 0.96%
- Holding Count
- 74
- Brand
- Principal Funds, Inc
- Category
- Equity
- Total Assets
- 28.12B
- Shares Outstanding
- N/A
- 52-Week Range
- $47.76 - $47.76
PMBSX Mutual Fund Smart Score
Neutral
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Learn more about TipRanks Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| BNBrookfield Corporation | 5.00% |
| KKRKohlberg Kravis Roberts | 5.00% |
| HEI.AHeico Cp Cl | 4.69% |
| HLTHilton Worldwide Holdings Inc. | 4.56% |
| TDGTransdigm | 4.39% |
| CPRTCopart | 4.34% |
| ORLYO'Reilly Automotive | 4.20% |
| VMCVulcan Materials Company | 3.67% |
| BROBrown & Brown | 3.54% |
| CSGPCoStar Group | 2.86% |
| Total | 42.25% |
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