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Principal MidCap S&P 400 Index Inst (MPSIX)

24.16 -0.30 (-1.23%)

At close: October 30 at 8:03:20 PM EDT

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Previous Close 24.46
YTD Return 9.76%
Expense Ratio 0.25%
Category Mid-Cap Blend
Last Cap Gain 30.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Above Average
Net Assets 1.36B
Beta (5Y Monthly) 1.03
Yield 1.08%
5y Average Return --
Holdings Turnover 16.20%
Last Dividend 0.27
Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

Principal Funds

Fund Family

Mid-Cap Blend

Fund Category

1.36B

Net Assets

2001-03-01

Inception Date

Trailing returns as of 10/30/2026. Category is Mid-Cap Blend.

YTD Return

MPSIX

9.76%

Category

17.04%

1-Year Return

MPSIX

11.50%

Category

50.44%

3-Year Return

MPSIX

14.26%

Category

13.15%

5-Year Return

MPSIX

7.78%

Category

13.75%

PSSIX

PLFIX

PLGIX

PVMIX

PIREX

Sector Weightings

Sector MPSIX

Industrials 22.22%

Technology 18.15%

Financial Services 13.56%

Healthcare 10.47%

Consumer Cyclical 10.11%

Real Estate 7.84%

Energy 5.24%

Basic Materials 4.87%

Consumer Defensive 3.19%

Utilities 2.83%

Communication Services 1.52%

U.S. markets close in 5h 20m

Principal MidCap S&P 400 Index Inst (MPSIX)

1.85%

-2.30%

1.17%

11.80%

4.77%

-7.29%

26.49%

142.81%

Principal MidCap S&P 400 Index Inst Overview Principal Funds / Mid-Cap Blend

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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