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

Mutual Fund Insights: Principal MidCap Blend R5 Fund (PMBPX)

In-depth Analysis of Principal MidCap Blend R5 Fund (PMBPX)

Mutual fund chart: Principal MidCap Blend R5 Fund (PMBPX)

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See Principal MidCap Blend R5 Fund (PMBPX) performance details as of January 31, 2010

  

    Last Trade: $12.07 on 3/18/2010, Change: -0.06 (-0.49%)
Experiment our closing price forecasting tool for Principal MidCap Blend R5 Fund (PMBPX) (alpha release)

  

Fund Manager - K. William Nolin

Fund Manager Tenure: 9.3 years   [Similar Funds: PMBCX  PMBJX  PMBMX  PMBNX  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 R5 Fund (PMBPX) What we like about Principal MidCap Blend R5 Fund (PMBPX)

Data for Principal MidCap Blend R5 Fund (PMBPX) as of January 31, 2010

  • Principal MidCap Blend R5 Fund (PMBPX) management has been with Principal MidCap Blend R5 Fund for 9.3 years
  • Principal MidCap Blend R5 Fund (PMBPX) has good mid-term performance (3-year return -2.97% vs -6.52% Mid-Cap Blend category average)
  • Principal MidCap Blend R5 Fund (PMBPX) has good Long-term performance (5-year return 3.60% vs 1.32% Mid-Cap Blend category average)
  • Principal MidCap Blend R5 Fund (PMBPX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Blend R5 Fund (PMBPX) has a Morningstar rating of 4 and above
  • Principal MidCap Blend R5 Fund (PMBPX) has an annual stock turnover rate of 12.90% vs Mid-Cap Blend average of 91.38%. It is good that Principal MidCap Blend R5 management does not trade extensively for its return.
  • Principal MidCap Blend R5 Fund (PMBPX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.62, lower than category average of 24.11
  • Principal MidCap Blend R5 Fund (PMBPX) has a lower management fee than its Mid-Cap Blend average: 0.91% vs 1.38%
  • Principal MidCap Blend R5 Fund (PMBPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Principal MidCap Blend R5 Fund (PMBPX) What we are cautious about Principal MidCap Blend R5 Fund (PMBPX)

Data for Principal MidCap Blend R5 Fund (PMBPX) as of January 31, 2010

  • Principal MidCap Blend R5 Fund (PMBPX) has a less-than-ideal short-term performance (1-year return 34.99% vs 42.02% Mid-Cap Blend category average)
See Principal MidCap Blend R5 Fund (PMBPX) 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 R5 Fund (PMBPX) Net Asset

Track net asset change of Principal MidCap Blend R5 fund (PMBPX)

DateNet Asset
01/2010$19.22M
11/2009$17.66M
10/2009$15.10M
More historic net asset information on Principal MidCap Blend R5 Fund (PMBPX)

  

Principal MidCap Blend R5 Fund (PMBPX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Blend R5 fund (PMBPX)

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 R5 Fund (PMBPX)

  

Most Recent Top 10 Holdings in Principal MidCap Blend R5 Fund (PMBPX)

Discover what Principal MidCap Blend R5 Fund (PMBPX) 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 R5 Fund (PMBPX)

  

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