Small-midcap Dividend is trading at 21.98 as of the 10th of February 2026; that is 0.46% up since the beginning of the trading day. The fund's open price was 21.88. Small-midcap Dividend has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 12th of November 2025 and ending today, the 10th of February 2026. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations. Its investments include the securities of foreign issuers and real estate investment trusts.. More on Small Midcap Dividend Income
Small Midcap Dividend Income [PMDAX] is traded in USA and was established 10th of February 2026. 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 1.59 B in assets with no minimum investment requirementsSmall Midcap Dividend is currently producing year-to-date (YTD) return of 8.7% with the current yeild of 0.01%, while the total return for the last 3 years was 12.9%.
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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 SMALL-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 SMALL-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 Small Midcap Dividend Income 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.
The fund generated five year return of 12.0%. Small Midcap Dividend maintains 98.1% of assets in stocks. This fund last dividend was 0.01 per share. Large To find out more about Small Midcap Dividend Income contact the company at 800-222-5852.
Small-midcap Dividend 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. Small Midcap Dividend 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 SMALL-MIDCAP bonds can be classified according to their maturity, which is the date when Small Midcap Dividend Income 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.
Small-midcap Dividend 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 Small-midcap Dividend 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.
Small-midcap Dividend's time-series forecasting models are one of many Small-midcap Dividend'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 Small-midcap Dividend'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 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.