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Principal Midcap Fund R-4 Class (PMBSX)

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Principal MidCap R4 historical data, for real-time data please try another search

47.76 +0.67 +1.42%

22/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 60.06M

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PMBSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal MidCap R4 (PMBSX) fund. Our Principal MidCap R4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	0.24	0.24
Shares	99.75	99.75
Bonds	0.01	0.01

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.81	28.24
Price to Book	3.45	5.05
Price to Sales	2.39	2.91
Price to Cash Flow	17.32	16.48
Dividend Yield	0.66	0.61
5 Years Earnings Growth	12.40	12.77

Sector Allocation

Name	Net %	Category Average
Financial Services	25.16	10.69
Industrials	18.41	18.68
Consumer Cyclical	17.50	14.06
Technology	15.78	26.13
Real Estate	7.04	2.80
Basic Materials	5.93	2.34
Communication Services	3.59	4.73
Utilities	3.31	2.34
Healthcare	3.27	15.53
Consumer Defensive	0.01	2.91

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 78

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Heico A	US4228062083	5.11	245.01	-1.39%
Brookfield	CA11271J1075	5.07	65.72	-0.08%
Transdigm	US8936411003	4.78	1,398.88	+0.06%
KKR & Co	US48251W1045	4.71	139.49	-0.43%
Copart	US2172041061	4.47	48.81	+0.12%
Hilton Worldwide	US43300A2033	4.41	276.06	-0.09%
O’Reilly Automotive	US67103H1077	4.28	103.68	-0.30%
Brown&Brown	US1152361010	3.70	96.95	+0.76%
CoStar	US22160N1090	3.14	89.49	-0.93%
Vulcan Materials	US9291601097	3.06	291.16	0.00%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	16.57B	6.75	14.93	12.33
Principal Equity Income Inst	7.3B	6.61	10.35	10.03
Principal Large Cap S&P 500 Index I	6.75B	8.51	16.92	13.47
Principal Preferred Securities Inst	3.71B	4.48	5.91	4.38
Principal Capital Appreciation Inst	3.61B	6.13	17.44	13.54

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Recent Quotes

Name	Price	Chg.	Chg. %
Principal MidCap .	47.76	+0.67	+1.42%
Templeton Instl I.	12.57	-0.08	-0.63%
State Street S&P .	0.000	0.000	0.00%
SINAMA INVERSIONE.	0.000	0.000	0%
GBM Renta Variabl.	1.938	+0.030	+1.52%
Columbia Small Ca.	23.62	-0.09	-0.38%
Federated MDT Sma.	31.390	-0.250	-0.79%
PineBridge Asia e.	41.401	-0.419	-1.00%