PCMVX : Principal MidCap Value Fund I Class A

PCMVX is a US Stocks Market Mid-Cap Value with HIGH fees.

PCMVX

Principal MidCap Value Fund I Class A

FI Score

41 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

41% FI Score
  • pcmvx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Principal MidCap Value Fund I Class A

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund also invests in real estate investment trusts.

Largest Holdings

Amount Holding
1.70% Archer-Daniels Midland Co
1.55% E-mini S&P MidCap 400 Future June 20
1.43% Alleghany Corp
1.41% Quest Diagnostics Inc
1.39% Landstar System Inc
1.39% Highwoods Properties Inc
1.27% Darden Restaurants Inc
1.22% Reliance Steel & Aluminum Co
1.21% Eastman Chemical Co
1.16% Prosperity Bancshares Inc
1.16% Avery Dennison Corp
1.14% Allstate Corp
1.12% BorgWarner Inc
1.10% Lamar Advertising Co Class A
1.09% Nuance Communications Inc
1.07% Yum Brands Inc
1.06% The Kroger Co
1.06% Maximus Inc
1.05% Flex Ltd
1.05% Parker Hannifin Corp
1.05% Sysco Corp
1.04% AGCO Corp
1.03% ManpowerGroup Inc
1.00% JB Hunt Transport Services Inc
1.00% Zions Bancorp NA

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