PMDAX : Principal Small-MidCap Dividend Income Fund Class A

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

PMDAX

Principal Small-MidCap Dividend Income Fund Class A

FI Score

44 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

44% FI Score
  • pmdax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Principal Small-MidCap Dividend Income Fund Class A

Expenses: 1.13% (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 to provide current income and long-term growth of income and capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small to medium market capitalizations at the time of purchase. Its investments include the securities of foreign issuers and real estate investment trusts.

Largest Holdings

Amount Holding
3.12% MKS Instruments Inc
2.63% Bank OZK
2.55% CyrusOne Inc
2.50% East West Bancorp Inc
2.25% Leidos Holdings Inc
2.21% Ingredion Inc
2.18% ALLETE Inc
2.15% Fidelity National Financial Inc
1.98% PacWest Bancorp
1.94% Cathay General Bancorp
1.94% Littelfuse Inc
1.93% James River Group Holdings Ltd
1.92% Acushnet Holdings Corp
1.89% Huntsman Corp
1.88% Amdocs Ltd
1.87% Steris PLC
1.78% Avery Dennison Corp
1.78% LCI Industries Inc
1.77% Hasbro Inc
1.75% Linamar Corp
1.75% STORE Capital Corp
1.74% Assured Guaranty Ltd
1.67% MSA Safety Inc
1.60% Packaging Corp of America
1.58% Cullen/Frost Bankers Inc

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