PCBIX — Principal MidCap Fund Institutional Class
Principal MidCap Fund Institutional Class (PCBIX)
PCBIX pays a 0.00% distribution rate, on a 0.67% expense ratio. Its deepest 1-year drawdown was 19.3%.
Principal MidCap Fund Institutional Class is a mutual fund that invests at least 80% of its net assets in equity securities of U.S. mid-capitalization companies, with market caps in the Russell MidCap Index range, plus foreign securities. The fund has a modest current distribution rate and carries an expense ratio of 0.67%. It appeals to equity investors seeking mid-cap growth exposure with modest income potential.
PCBIX key facts
- Issuer
- Principal
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 12/06/2000
- Expense ratio
- 0.67%
- Distribution rate
- 0.00%
- Trailing yield
- 5.76%
- Last close
- $43.22
- AUM
- $23,874,720,000
- Average volume
- 0.0
- Last dividend
- $2.4890
- Ex-dividend date
- 12/11/2025
- Payment date
- 12/11/2025
- Beta
- 0.91
- P/E ratio
- 35.3381
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