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Principal Midcap Fund R-3 Class (PMBMX)

US Funds

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41.84 -0.09 -0.21%

02/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 155.52M

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PMBMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal MidCap R3 (PMBMX) fund. Our Principal MidCap R3 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	100.02	100.02	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.84	26.50
Price to Book	3.41	4.75
Price to Sales	2.42	2.82
Price to Cash Flow	17.72	16.93
Dividend Yield	0.64	0.63
5 Years Earnings Growth	13.47	13.69

Sector Allocation

Name	Net %	Category Average
Financial Services	25.29	10.92
Industrials	17.62	17.97
Consumer Cyclical	17.08	13.18
Technology	14.97	27.55
Basic Materials	7.51	2.36
Real Estate	6.78	2.84
Communication Services	3.98	4.09
Utilities	3.47	2.14
Healthcare	3.31	15.80

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Brookfield	CA11271J1075	5.00	58.19	+0.64%
KKR & Co	US48251W1045	5.00	120.50	-1.12%
Heico A	US4228062083	4.70	234.21	-0.81%
Hilton Worldwide	US43300A2033	4.56	251.10	+0.79%
Transdigm	US8936411003	4.39	1,455.95	+0.15%
Copart	US2172041061	4.34	51.00	+0.39%
O’Reilly Automotive	US67103H1077	4.20	1,372.07	+0.10%
Vulcan Materials	US9291601097	3.67	264.94	+0.59%
Brown&Brown	US1152361010	3.54	112.60	-0.71%
CoStar	US22160N1090	2.86	75.69	+3.30%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.47B	-0.94	12.51	11.67
Principal Equity Income Inst	6.91B	-2.37	7.32	9.01
Principal Large Cap S&P 500 Index I	6.31B	-4.98	11.98	12.12
Principal Preferred Securities Inst	3.8B	0.68	4.48	3.98
Principal Real Estate Securities In	3.62B	2.63	0.24	6.58

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