Principal MidCap A (PEMGX) Research

Generally, the fund allocates at least 80% of its investable assets (net assets plus any borrowed funds) to common stocks issued by companies that possess medium market capitalizations at the time of acquisition. For this fund, medium market capitalization refers to companies with market values falling within the scope of those represented in the Russell MidCap® Index. It also has the option to invest in international equities.

Market snapshot

Symbol
PEMGX
Price
$38.26
Day change
+0.60%
Market cap
$24.5B
52-week range
35.16-46.27
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock High Yield Instl (BHYIX)
  • DFA Emerging Markets Core Equity Portfolio (DFCEX)
  • DFA U.S. Core Equity 2 Portfolio (DFQTX)
  • Strategic Advisers Fidelity Em Mkts (FGOMX)
  • Franklin DynaTech A (FKDNX)
  • Fidelity OTC Portfolio (FOCPX)
  • MFS Mid Cap Growth I (OTCIX)
  • American Funds 2055 Trgt Date Retire R6 (RFKTX)

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