Small Midcap Dividend Income Fund Quote

PMDIX Fund  USD 17.85  0.14  0.78%   

Performance

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Odds Of Distress

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Small-midcap Dividend is trading at 17.85 as of the 24th of March 2025; that is 0.78 percent down since the beginning of the trading day. The fund's open price was 17.99. Small-midcap Dividend has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The investment seeks to provide current income and long-term growth of income and capital. Principal Funds is traded on NASDAQ Exchange in the United States. More on Small Midcap Dividend Income

Moving against Small-midcap Mutual Fund

  0.37PGBLX Global Diversified IncomePairCorr
  0.36PFUMX Finisterre UnconstrainedPairCorr
  0.31PFIEX International EquityPairCorr

Small-midcap Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Principal Funds, Large, Mid-Cap Value (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of December 2022
Fiscal Year EndAugust
Small Midcap Dividend Income [PMDIX] is traded in USA and was established 24th of March 2025. Small-midcap Dividend is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Principal Funds family. This fund at this time has accumulated 1.28 B in assets with no minimum investment requirementsSmall Midcap Dividend is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.01%, while the total return for the last 3 years was 6.9%.
Check Small-midcap Dividend Probability Of Bankruptcy

Instrument Allocation

Top Small Midcap Dividend Income Mutual Fund Constituents

GOLFAcushnet Holdings CorpStockConsumer Discretionary
LDOSLeidos HoldingsStockInformation Technology
LFUSLittelfuseStockInformation Technology
CFRCullenFrost BankersStockFinancials
FNFFidelity National FinancialStockFinancials
ALBAlbemarle CorpStockMaterials
OHIOmega Healthcare InvestorsStockReal Estate
STESTERIS plcStockHealth Care
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Small Midcap Dividend Risk Profiles

Small-midcap Dividend Against Markets

Other Information on Investing in Small-midcap Mutual Fund

Small-midcap Dividend financial ratios help investors to determine whether Small-midcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small-midcap with respect to the benefits of owning Small-midcap Dividend security.
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