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Principal Midcap S&p 400 Index Fund Institutional Class (MPSIX)

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24.87 -0.16    -0.64%
25/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 215.46M
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
Principal MidCap S&P 400 Index Inst 24.87 -0.16 -0.64%

MPSIX Overview

 
Find basic information about the Principal Midcap S&p 400 Index Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MPSIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change30.48%
Prev. Close25.03
Risk Rating
TTM Yield1.13%
ROE18.24%
IssuerPrincipal Funds
Turnover20%
ROA6.55%
Inception Date36951
Total Assets215.46M
Expenses0.24%
Min. InvestmentN/A
Market Cap8.61B
CategoryMid - Cap Blend
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Principal Midcap S&p 400 Index Fund Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1133 1068 1264 1232 1724 2609
Fund Return 13.29% 6.85% 26.4% 7.21% 11.51% 10.06%
Place in category 237 372 256 148 109 61
% in Category 58 81 62 46 38 32

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 13.98B 19.74 8.41 13.11
  Principal Equity Income Inst 7.56B 17.44 8.71 10.13
  Principal Large Cap S&P 500 Index I 6.11B 21.93 11.71 13.18
  Principal Preferred Securities Inst 4.45B 9.99 1.33 4.45
  Principal Real Estate Securities In 3.88B 13.50 3.34 8.55

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 63.15B 14.71 5.31 10.21
  Fidelity Extended Market Index Ins 41.75B 11.68 1.23 9.64
  Fidelity Mid Cap Index Fund Institu 36.38B 14.63 5.76 10.19
  Vanguard Extended Market Index Inst 32.54B 11.70 1.25 -
  Vanguard Extended Market Idx Adm 24.91B 11.67 1.21 9.63

Top Holdings

Name ISIN Weight % Last Change %
E-mini S&P MidCap 400 Future Sept 24 - 1.53 - -
Principal Government Money Market R-6 - 1.42 - -
  Illumina US4523271090 0.73 141.95 +0.40%
  Carlisle US1423391002 0.70 417.20 -9.03%
  Lennox US5261071071 0.66 609.18 -1.85%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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