- What does PEMGX invest in?
- 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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.
- What is the expense ratio of PEMGX?
- Principal MidCap Fund (PEMGX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PEMGX?
- Principal MidCap Fund (PEMGX) manages $23.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PEMGX actively managed or an index fund?
- PEMGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PEMGX launched?
- Principal MidCap Fund (PEMGX) launched in June 1996 and is managed by the fund issuer.
- How has PEMGX performed?
- PEMGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
