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

Mutual Fund Insights: Principal MidCap Blend R3 Fund (PMBMX)

In-depth Analysis of Principal MidCap Blend R3 Fund (PMBMX)

Mutual fund chart: Principal MidCap Blend R3 Fund (PMBMX)

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See Principal MidCap Blend R3 Fund (PMBMX) performance details as of February 28, 2010

  

    Last Trade: $11.86 on 3/19/2010, Change: -0.08 (-0.67%)
Experiment our closing price forecasting tool for Principal MidCap Blend R3 Fund (PMBMX) (alpha release)

  

Fund Manager - K. William Nolin

Fund Manager Tenure: 9.3 years   [Similar Funds: PMBCX  PMBJX  PMBNX  PMBPX  PMBSX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

  

What we like about Principal MidCap Blend R3 Fund (PMBMX) What we like about Principal MidCap Blend R3 Fund (PMBMX)

Data for Principal MidCap Blend R3 Fund (PMBMX) as of February 28, 2010

  • Principal MidCap Blend R3 Fund (PMBMX) management has been with Principal MidCap Blend R3 Fund for 9.3 years
  • Principal MidCap Blend R3 Fund (PMBMX) has good Long-term performance (5-year return 3.74% vs 1.65 % Mid-Cap Blend category average)
  • Principal MidCap Blend R3 Fund (PMBMX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Blend R3 Fund (PMBMX) has a Morningstar rating of 4 and above
  • Principal MidCap Blend R3 Fund (PMBMX) has an annual stock turnover rate of 12.90% vs Mid-Cap Blend average of 98.84%. It is good that Principal MidCap Blend R3 management does not trade extensively for its return.
  • Principal MidCap Blend R3 Fund (PMBMX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.74, lower than category average of 24.26
  • Principal MidCap Blend R3 Fund (PMBMX) has a lower management fee than its Mid-Cap Blend average: 1.22% vs 1.38%

  

What we are cautious about Principal MidCap Blend R3 Fund (PMBMX) What we are cautious about Principal MidCap Blend R3 Fund (PMBMX)

Data for Principal MidCap Blend R3 Fund (PMBMX) as of February 28, 2010

  • Principal MidCap Blend R3 Fund (PMBMX) has a less-than-ideal short-term performance (1-year return 54.80% vs 65.14 % Mid-Cap Blend category average)
  • Principal MidCap Blend R3 Fund (PMBMX) has a less-than-ideal mid-term performance (3-year return -2.00% vs -5.22 % Mid-Cap Blend category average)
  • Even though Principal MidCap Blend R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Principal MidCap Blend R3 Fund (PMBMX) performance details as of February 28, 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 R3 Fund (PMBMX) Net Asset

Track net asset change of Principal MidCap Blend R3 fund (PMBMX)

DateNet Asset
02/2010$1.19B
01/2010$11.63M
11/2009$11.78M
More historic net asset information on Principal MidCap Blend R3 Fund (PMBMX)

  

Principal MidCap Blend R3 Fund (PMBMX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Blend R3 fund (PMBMX)

DateCashStockBondOther
01/20101.68%96.6%0%1.72%
10/20091.54%96.73%0%1.72%
09/20091.58%96.78%0%1.64%
Click here to see more historic asset allocation information on Principal MidCap Blend R3 Fund (PMBMX)

  

Most Recent Top 10 Holdings in Principal MidCap Blend R3 Fund (PMBMX)

Discover what Principal MidCap Blend R3 Fund (PMBMX) manager is buying

31-Jan-10
Laboratory Corporation of Ameri [2.95%]
Iron Mountain Incorporated (Del [2.77%]
Loews Corporation Common Stock [2.59%]
[2.51%]
Covanta Holding Corporation Com [2.34%]
Discovery Communications, Inc [2.23%]
Newmont Mining Corporation (Hol [2.21%]
Everest Re Group, Ltd. Common S [2.2%]
Cintas Corporation [2.15%]

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%]

Click here for Stock Holding Change Map in Principal MidCap Blend R3 Fund (PMBMX)

  

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