PMBJX – Principal MidCap J Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCBIX	Principal MidCap Fund Institutional Class	Institutional	Limited			Mar 1, 2001	$9.62B	0.670%	Below Average	$0	−$4.72B
PEMGX	Principal MidCap Fund Class A	Front Load	Limited			Jun 28, 2005	$1.46B	0.900%	Low	$1,000	−$261.34M
PMBCX	Principal MidCap Fund Class C	Level Load	Limited			Jan 16, 2007	$18.69M	1.710%	Below Average	$1,000	−$8.19M
PMBPX	Principal MidCap Fund R-5 Class	Retirement, Large	Limited			Dec 6, 2000	$148.84M	0.820%	Above Average	$0	−$71.30M
PMAQX	Principal MidCap Fund Class R6	Retirement, Large	Limited			Nov 22, 2016	$8.31B	0.570%	Low	$0	−$3.49B
PMBMX	Principal MidCap Fund R-3 Class	Retirement, Medium	Limited			Dec 6, 2000	$116.72M	1.130%	Below Average	$0	−$33.46M
PMBJX	Principal MidCap Fund Class J	Retirement, Medium	Limited			Mar 1, 2001	$350.48M	0.760%	Low	$1,000	−$83.29M

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