C
Principal MidCap Fund Institutional Class PCBIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C
Company Info PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider Principal Funds
Manager/Tenure (Years) Bill Nolin (24), Thomas Rozycki (12)
Website --
Fund Information PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name Principal MidCap Fund Institutional Class
Category Mid-Cap Growth
Sub-Category US Equity Mid Cap
Prospectus Objective Growth
Inception Date Mar 01, 2001
Open/Closed To New Investors Closed
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.12%
Dividend PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 0.67%
Asset Allocation PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 0.11%
Stock 99.88%
U.S. Stock 87.10%
Non-U.S. Stock 12.78%
Bond 0.01%
U.S. Bond 0.01%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 1.33%
30-Day Total Return -1.70%
60-Day Total Return -2.99%
90-Day Total Return -4.56%
Year to Date Total Return 3.76%
1-Year Total Return 3.64%
2-Year Total Return 48.70%
3-Year Total Return 62.47%
5-Year Total Return 67.00%
Price PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $46.25
1-Month Low NAV $45.42
1-Month High NAV $47.22
52-Week Low NAV $39.90
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $49.57
52-Week High Price (Date) Nov 29, 2024
Beta / Standard Deviation PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.93
Standard Deviation 16.41
Balance Sheet PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 33.18B
Operating Ratios PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.67%
Turnover Ratio 10.50%
Performance PCBIX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 24.51%
Last Bear Market Total Return -16.92%