Principal MidCap S&P 400 Index Fund;R-5

Frequently Asked Questions About PMFPX

What does PMFPX 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 that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

What is the expense ratio of PMFPX?

Principal MidCap S&P 400 Index Fund;R-5 (PMFPX) charges an expense ratio of 0.42%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PMFPX?

Principal MidCap S&P 400 Index Fund;R-5 (PMFPX) manages $1.36B 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 PMFPX actively managed or an index fund?

PMFPX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (PMFPX's is 0.42%) because there's no security selection cost.

When was PMFPX launched?

Principal MidCap S&P 400 Index Fund;R-5 (PMFPX) launched in December 2000 and is managed by Principal.

How has PMFPX performed?

PMFPX'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.