Midcap Fund Class Fund Quote
| PMBCX Fund | USD 31.88 0.54 1.67% |
PerformanceSoft
| Odds Of DistressLow
|
Midcap Fund is trading at 31.88 as of the 12th of February 2026; that is 1.67 percent decrease since the beginning of the trading day. The fund's open price was 32.42. Midcap Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of November 2025 and ending today, the 12th of February 2026. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap Index. More on Midcap Fund Class
Moving together with Midcap Mutual Fund
Midcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Principal Funds, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of March 2025 |
| Fiscal Year End | October |
Midcap Fund Class [PMBCX] is traded in USA and was established 12th of February 2026. Midcap Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Principal Funds family. This fund at this time has accumulated 30.25 B in assets with no minimum investment requirementsMidcap Fund Class is currently producing year-to-date (YTD) return of 0.7%, while the total return for the last 3 years was 10.23%.
Check Midcap Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Midcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Midcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Midcap Fund Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Midcap Fund Class Risk Profiles
| Mean Deviation | 0.8181 | |||
| Semi Deviation | 0.9099 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.17 |
Midcap Fund Against Markets
Midcap Mutual Fund Analysis Notes
The fund generated returns of 6.0% over the last ten years. Midcap Fund Class maintains 100.08% of assets in stocks. Large To find out more about Midcap Fund Class contact the company at 800-222-5852.Midcap Fund Class Investment Alerts
Top Midcap Fund Class Mutual Fund Constituents
| ROP | Roper Technologies | Stock | |
| FNF | Fidelity National Financial | Stock | |
| SPGI | SP Global | Stock | |
| AON | Aon PLC | Stock | |
| ROST | Ross Stores | Stock | |
| MCO | Moodys | Stock | |
| WIX | WixCom | Stock | |
| ADSK | Autodesk | Stock | |
| VRSN | VeriSign | Stock | |
| VMC | Vulcan Materials | Stock | |
| TDG | Transdigm Group Incorporated | Stock | |
| SBAC | SBA Communications Corp | Stock | |
| ORLY | OReilly Automotive | Stock | |
| MKL | Markel | Stock | |
| LBRDK | Liberty Broadband Srs | Stock | |
| KMX | CarMax Inc | Stock | |
| KKR | KKR Co LP | Stock | |
| HLT | Hilton Worldwide Holdings | Stock | |
| CSGP | CoStar Group | Stock | |
| CPRT | Copart Inc | Stock | |
| APD | Air Products and | Stock | |
| VRSK | Verisk Analytics | Stock | |
| CBRE | CBRE Group Class | Stock | |
| IT | Gartner | Stock |
Midcap Fund Outstanding Bonds
Midcap Fund issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Midcap Fund Class uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Midcap bonds can be classified according to their maturity, which is the date when Midcap Fund Class has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US74256LAU35 Corp BondUS74256LAU35 | View | |
| PFG 875 12 JAN 26 Corp BondUS74256LEK17 | View | |
| PFG 125 16 AUG 26 Corp BondUS74256LEP04 | View | |
| PFG 15 17 NOV 26 Corp BondUS74256LES43 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAA08 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAF94 | View |
Midcap Fund Predictive Daily Indicators
Midcap Fund intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Midcap Fund mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 31.88 | |||
| Day Typical Price | 31.88 | |||
| Price Action Indicator | (0.27) | |||
| Period Momentum Indicator | (0.54) |
Midcap Fund Forecast Models
Midcap Fund's time-series forecasting models are one of many Midcap Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Midcap Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Midcap Mutual Fund
Midcap Fund financial ratios help investors to determine whether 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 Midcap with respect to the benefits of owning Midcap Fund security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |