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 0.12%
Dividend PCBIX-NASDAQ Click to
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Dividend Yield (Forward) 0.66%
Asset Allocation PCBIX-NASDAQ Click to
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Cash 0.17%
Stock 99.83%
U.S. Stock 87.15%
Non-U.S. Stock 12.68%
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 -0.80%
30-Day Total Return -2.58%
60-Day Total Return -0.82%
90-Day Total Return -2.26%
Year to Date Total Return 4.71%
1-Year Total Return 5.17%
2-Year Total Return 45.50%
3-Year Total Return 70.77%
5-Year Total Return 73.35%
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 $46.67
1-Month Low NAV $46.67
1-Month High NAV $48.46
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 0.94
Standard Deviation 17.50
Balance Sheet PCBIX-NASDAQ Click to
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Total Assets 33.11B
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%