- 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 $1.39B 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- 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.
