Principal MidCap S&P 400 Index R5
PMFPX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Des Moines, IA 50392 Des Moines IA United States of America 50392
- IPO Date
- Dec 6, 2000
- CIK
- 0000898745
- Website
- principalam.com
- Similar Companies
- Business
- Principal MidCap S&P 400 Index R5 (PMFPX) is an open-end mutual fund managed by Principal Funds, Inc., a subsidiary of Principal Financial Group, Inc., that seeks long-term growth of capital by investing at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies comprising the S&P MidCap 400 Index at the time of purchase; the fund may also hold cash equivalents such as Principal Government Money Market Fund and futures contracts like E-mini S&P MidCap 400 Future; it primarily targets U.S. mid-cap blend equities with limited exposure to non-U.S. stocks, bonds, and other assets. The R5 share class, with a net expense ratio of 0.42%, features no front-end or deferred loads, annual dividend distributions, and a minimum initial investment of $0; as of October 2025, the fund maintains total assets of approximately $1.24 billion, a NAV of $24.46, and top holdings including Comfort Systems USA Inc., Pure Storage Inc., and Flex Ltd. Principal Financial Group, founded in 1879 and headquartered in Des Moines, Iowa, operates globally across retirement solutions, asset management, and insurance segments, serving institutional and individual investors primarily in the United States, Asia, Australia, Europe, Latin America, the Middle East, and North America. The fund, launched on December 6, 2000, is managed by Tyler O'Donnell, CFA (since August 1, 2023), and Aaron Siebel, CFA (since October 15, 2018). Recent developments at Principal Financial Group include the May 2024 agreement to acquire Ascensus' employee stock ownership plan (ESOP) business, adding over 800 ESOP plans and 165,000 participants to bolster retirement solutions; the December 2023 completion of a $1.2 billion acquisition of Wells Fargo's institutional retirement and trust businesses, encompassing defined contribution, defined benefit, and institutional asset advisory services; and ongoing portfolio adjustments reflected in 2024 capital gains distributions of $0.4496 per share short-term and $2.3067 per share long-term, alongside income dividends.