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Fund Intelligence | Best Managers | PMBJX Insights | PMBJX Score | PMBJX Performance | PMBJX Manager | PMBJX News | PMBJX Allocation | PMBJX Holdings Change

Mutual Fund Insights: Principal MidCap Blend J Fund (PMBJX)

In-depth Analysis of Principal MidCap Blend J Fund (PMBJX)

Mutual fund chart: Principal MidCap Blend J Fund (PMBJX)

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See Principal MidCap Blend J Fund (PMBJX) performance details as of January 31, 2010

  

    Last Trade: $11.58 on 3/19/2010, Change: -0.09 (-0.77%)
Experiment our closing price forecasting tool for Principal MidCap Blend J Fund (PMBJX) (alpha release)

  

Fund Manager - K. William Nolin

Fund Manager Tenure: 9.3 years   [Similar Funds: PMBCX  PMBMX  PMBNX  PMBPX  PMBSX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Nolin is a portfolio manager for PGI. He serves as the portfolio manager for the firm's international small-cap equity portfolios. He joined the firm in 1994. Nolin holds the Chartered Financial Analyst designation.  Get more insights on K. William Nolin

  

What we like about Principal MidCap Blend J Fund (PMBJX) What we like about Principal MidCap Blend J Fund (PMBJX)

Data for Principal MidCap Blend J Fund (PMBJX) as of January 31, 2010

  • Principal MidCap Blend J Fund (PMBJX) management has been with Principal MidCap Blend J Fund for 9.3 years
  • Principal MidCap Blend J Fund (PMBJX) has good mid-term performance (3-year return -3.35% vs -6.52% Mid-Cap Blend category average)
  • Principal MidCap Blend J Fund (PMBJX) has good Long-term performance (5-year return 3.18% vs 1.32% Mid-Cap Blend category average)
  • Principal MidCap Blend J Fund (PMBJX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Blend J Fund (PMBJX) has a Morningstar rating of 4 and above
  • Principal MidCap Blend J Fund (PMBJX) has an annual stock turnover rate of 12.90% vs Mid-Cap Blend average of 91.38%. It is good that Principal MidCap Blend J management does not trade extensively for its return.
  • Principal MidCap Blend J Fund (PMBJX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.61, lower than category average of 24.11
  • Principal MidCap Blend J Fund (PMBJX) has a lower management fee than its Mid-Cap Blend average: 1.21% vs 1.38%

  

What we are cautious about Principal MidCap Blend J Fund (PMBJX) What we are cautious about Principal MidCap Blend J Fund (PMBJX)

Data for Principal MidCap Blend J Fund (PMBJX) as of January 31, 2010

  • Principal MidCap Blend J Fund (PMBJX) has a less-than-ideal short-term performance (1-year return 34.45% vs 42.02% Mid-Cap Blend category average)
  • Principal MidCap Blend J Fund (PMBJX) carries a 1% load
See Principal MidCap Blend J Fund (PMBJX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Blend category?

Below are some additional Mid-Cap Blend mutual funds generated out of our database

  

Principal MidCap Blend J Fund (PMBJX) Net Asset

Track net asset change of Principal MidCap Blend J fund (PMBJX)

DateNet Asset
01/2010$150.18M
11/2009$150.67M
10/2009$143.21M
More historic net asset information on Principal MidCap Blend J Fund (PMBJX)

  

Principal MidCap Blend J Fund (PMBJX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Blend J fund (PMBJX)

DateCashStockBondOther
10/20091.54%96.73%0%1.72%
09/20091.58%96.78%0%1.64%
08/20092.08%96.4%0%1.51%
Click here to see more historic asset allocation information on Principal MidCap Blend J Fund (PMBJX)

  

Most Recent Top 10 Holdings in Principal MidCap Blend J Fund (PMBJX)

Discover what Principal MidCap Blend J Fund (PMBJX) manager is buying

31-Oct-09
LABORATORY CORP NEW [2.97%]
NEWMONT MIN CP (HLDG [2.65%]
IRON MOUNTAIN (DEL) [2.53%]
LOEWS CP [2.46%]
COVANTA HLD CP [2.4%]
EVEREST RE GRP LTD [2.34%]
ENCORE ACQUISITION [2.21%]
Discovery Communications, Inc [2.16%]
Liberty Media Corporation [2.14%]

30-Sep-09
Cintas Corporation [3.41%]
LABORATORY CORP NEW [2.54%]
NEWMONT MIN CP (HLDG [2.47%]
IRON MOUNTAIN (DEL) [2.47%]
LOEWS CP [2.3%]
VALEANT PHARMA INTL [2.26%]
COVANTA HLD CP [2.15%]
EVEREST RE GRP LTD [2.13%]
ENCORE ACQUISITION [2.03%]

31-Aug-09
Cintas Corporation [3.25%]
IRON MOUNTAIN (DEL) [2.82%]
LABORATORY CORP NEW [2.79%]
NEWMONT MIN CP (HLDG [2.44%]
LOEWS CP [2.41%]
COVANTA HLD CP [2.36%]
EVEREST RE GRP LTD [2.21%]
VALEANT PHARMA INTL [2.19%]
ENCORE ACQUISITION [2.15%]

Click here for Stock Holding Change Map in Principal MidCap Blend J Fund (PMBJX)

  

Related books and products to Principal MidCap Blend J Fund (PMBJX)

  

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