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Mutual Fund Insights: Principal MidCap S&P 400 Index R5 Fund (PMFPX)

In-depth Analysis of Principal MidCap S&P 400 Index R5 Fund (PMFPX)

Mutual fund chart: Principal MidCap S&P 400 Index R5 Fund (PMFPX)

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See Principal MidCap S&P 400 Index R5 Fund (PMFPX) performance details as of February 28, 2010

  

    Last Trade: $12.50 on 3/19/2010, Change: -0.12 (-0.95%)
Experiment our closing price forecasting tool for Principal MidCap S&P 400 Index R5 Fund (PMFPX) (alpha release)

  

Fund Manager - Dirk Laschanzky

Fund Manager Tenure: 6.5 years   [Similar Funds: PMFJX  PMFMX  PMFNX  PMFSX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Dirk Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, Dirk Laschanzky was a portfolio manager and analyst for over seven years at AMR Investment Services. Dirk Laschanzky holds the Chartered Financial Analyst designation.  Get more insights on Dirk Laschanzky

  

What we like about Principal MidCap S&P 400 Index R5 Fund (PMFPX) What we like about Principal MidCap S&P 400 Index R5 Fund (PMFPX)

Data for Principal MidCap S&P 400 Index R5 Fund (PMFPX) as of February 28, 2010

  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) management has been with Principal MidCap S&P 400 Index R5 Fund for 6.5 years
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has good short-term performance (1-year return 65.95% vs 65.14 % Mid-Cap Blend category average)
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has good Long-term performance (5-year return 3.05% vs 1.65 % Mid-Cap Blend category average)
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) ratio of up-years vs down years is greater than 2
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has a Morningstar rating of 4 and above
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has an annual stock turnover rate of 32.90% vs Mid-Cap Blend average of 98.84%. It is good that Principal MidCap S&P 400 Index R5 management does not trade extensively for its return.
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.92, lower than category average of 24.26
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has a lower management fee than its Mid-Cap Blend average: 0.43% vs 1.38%
  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) 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 S&P 400 Index R5 Fund (PMFPX) What we are cautious about Principal MidCap S&P 400 Index R5 Fund (PMFPX)

Data for Principal MidCap S&P 400 Index R5 Fund (PMFPX) as of February 28, 2010

  • Principal MidCap S&P 400 Index R5 Fund (PMFPX) has a less-than-ideal mid-term performance (3-year return -3.07% vs -5.22 % Mid-Cap Blend category average)
See Principal MidCap S&P 400 Index R5 Fund (PMFPX) performance details as of February 28, 2010

  

  

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Principal MidCap S&P 400 Index R5 Fund (PMFPX) Net Asset

Track net asset change of Principal MidCap S&P 400 Index R5 fund (PMFPX)

DateNet Asset
02/2010$281.16M
01/2010$76.64M
11/2009$76.48M
More historic net asset information on Principal MidCap S&P 400 Index R5 Fund (PMFPX)

  

Principal MidCap S&P 400 Index R5 Fund (PMFPX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap S&P 400 Index R5 fund (PMFPX)

DateCashStockBondOther
01/20101.45%98.55%0%0%
10/20092.13%97.87%0%0%
09/20092.07%97.93%0%0%
Click here to see more historic asset allocation information on Principal MidCap S&P 400 Index R5 Fund (PMFPX)

  

Most Recent Top 10 Holdings in Principal MidCap S&P 400 Index R5 Fund (PMFPX)

Discover what Principal MidCap S&P 400 Index R5 Fund (PMFPX) manager is buying

31-Jan-10
Vertex Pharmaceuticals Incorpor [1.95%]
MIDCAP 400 - MAR 10 [1.19%]
Newfield Exploration Company Co [0.82%]
Newfield Exploration Company [0.72%]
New York Community Bancorp, Inc [0.69%]
Cree, Inc. [0.64%]
Everest Re Group, Ltd. Common S [0.57%]
Pride International, Inc. Commo [0.57%]
Cerner Corporation [0.57%]
Edwards Lifesciences Corporatio [0.56%]

31-Oct-09
MIDCAP 400 - DEC 09 [1.61%]
priceline.com Incorporated [0.79%]
Vertex Pharmaceuticals Incorpor [0.72%]
Ross Stores, Inc. [0.65%]
NEWFIELD EXP COM [0.65%]
EVEREST RE GRP LTD [0.63%]
Joy Global Inc. [0.61%]
PRIDE INTL INC [0.61%]
Cerner Corporation [0.61%]
Henry Schein, Inc. [0.57%]

30-Sep-09
MIDCAP 400 - DEC 09 [1.76%]
iShares S&P MidCap 400 Index [1.17%]
priceline.com Incorporated [0.79%]
Vertex Pharmaceuticals Incorpor [0.77%]
Ross Stores, Inc. [0.67%]
NEWFIELD EXP COM [0.63%]
EVEREST RE GRP LTD [0.6%]
PRIDE INTL INC [0.59%]
Cerner Corporation [0.56%]
Joy Global Inc. [0.56%]
Click here for Stock Holding Change Map in Principal MidCap S&P 400 Index R5 Fund (PMFPX)

  

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Latest News on Principal MidCap S&P 400 Index R5 (PMFPX)

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