C
Principal MidCap Fund Institutional Class PCBIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PCBIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C
Company Info PCBIX-NASDAQ Click to
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Provider Principal Funds
Manager/Tenure (Years) Bill Nolin (24), Thomas Rozycki (12)
Website --
Fund Information PCBIX-NASDAQ Click to
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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
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Dividend Yield 0.13%
Dividend PCBIX-NASDAQ Click to
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Dividend Yield (Forward) 0.70%
Asset Allocation PCBIX-NASDAQ Click to
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Cash 0.10%
Stock 99.90%
U.S. Stock 87.72%
Non-U.S. Stock 12.18%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History PCBIX-NASDAQ Click to
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7-Day Total Return 1.50%
30-Day Total Return 1.30%
60-Day Total Return 5.70%
90-Day Total Return 1.73%
Year to Date Total Return 2.62%
1-Year Total Return 14.63%
2-Year Total Return 41.64%
3-Year Total Return 48.47%
5-Year Total Return 78.23%
Price PCBIX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV PCBIX-NASDAQ Click to
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Nav $45.74
1-Month Low NAV $44.67
1-Month High NAV $47.00
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
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Beta 0.97
Standard Deviation 19.46
Balance Sheet PCBIX-NASDAQ Click to
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Total Assets 29.49B
Operating Ratios PCBIX-NASDAQ Click to
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Expense Ratio 0.67%
Turnover Ratio 10.50%
Performance PCBIX-NASDAQ Click to
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Last Bull Market Total Return 24.51%
Last Bear Market Total Return -16.92%