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Principal MidCap Institutional (PCBIX)

41.14 +0.99 (+2.47%)

At close: 8:07:18 AM EDT

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Previous Close 40.15
YTD Return -10.98%
Expense Ratio 0.67%
Category Mid-Cap Growth
Last Cap Gain 47.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Above Average
Net Assets 19.96B
Beta (5Y Monthly) 0.97
Yield 0.00%
5y Average Return --
Holdings Turnover 13.70%
Last Dividend 0.06
Inception Date Dec 6, 2000

Under normal circumstances, the fund invests at least 80% 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. The fund also invests in foreign securities.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

19.96B

Net Assets

2000-12-06

Inception Date

Trailing returns as of 10/28/2026. Category is Mid-Cap Growth.

YTD Return

PCBIX

10.98%

Category

10.80%

1-Year Return

PCBIX

14.66%

Category

48.17%

3-Year Return

PCBIX

7.60%

Category

21.26%

5-Year Return

PCBIX

2.91%

Category

20.18%

MWTIX

AEPFX

BSIIX

JVMIX

ODVYX

Sector Weightings

Sector PCBIX

Financial Services 25.62%

Industrials 16.81%

Technology 13.94%

Consumer Cyclical 12.65%

Basic Materials 9.70%

Communication Services 8.17%

Healthcare 6.65%

Real Estate 3.60%

Utilities 2.85%

Consumer Defensive 0.00%

Energy 0.00%

U.S. markets closed

Principal MidCap Institutional (PCBIX)

7.95%

-0.17%

4.28%

-3.90%

-8.48%

-7.07%

85.90%

312.64%

Principal MidCap Institutional Overview Principal Funds / Mid-Cap Growth

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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