Principal MidCap Institutional (PCBIX) Research

Under ordinary circumstances, this fund allocates a minimum of 80% of its total assets—which encompasses both its net assets and any funds borrowed for investment purposes—to the shares of mid-capitalization companies. For the purpose of this fund, mid-cap companies are defined as those whose market value aligns with the range of companies that constitute the Russell MidCap® Index. The fund also maintains the option to invest in international equities.

Market snapshot

Symbol
PCBIX
Price
$40.26
Day change
+0.62%
Market cap
$24.5B
52-week range
36.97-48.46
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2025 Target Date Retirement Fund Class C (CCDTX)
  • American Funds 2025 Target Retirement Fd Cl F-1 (FAPTX)
  • Harbor Capital Appreciation Fund Institutional Class (HACAX)
  • Harbor Capital Appreciation Fund - Retirement Class (HNACX)
  • Harbor Capital Appreciation Fund Administrative Class (HRCAX)
  • T. Rowe Price Mid-Cap Growth Fund Advisor Class (PAMCX)
  • T. Rowe Price Value Fund Advisor Class (PAVLX)
  • Parnassus Core Equity Fund - Institutional Shares (PRILX)

Open Principal MidCap Institutional (PCBIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.