Principal MidCap Fund (PEMGX)
Data as of October 25, 2026 · Asset Management
Stockbruh grade: Challenging 0/5 metrics rated Sunny
What does Principal MidCap Fund do?
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..
Key Numbers
| Metric | Rating | What it means |
|---|
| Returns (5Y) | ⛅ Moderate | 5-year price performance |
| Profitability | ⛅ Moderate | Net margin & return on equity |
| Growth | ⛅ Moderate | Revenue & earnings trend |
| Earnings | ⛅ Moderate | EPS vs analyst expectations |
| Cash & Debt | ⛅ Moderate | Balance sheet strength |
| Price | $38.24 | Market Cap | — |
| Exchange | NASDAQ | | |
Plain-English Analysis
What's it worth?
Performance has been moderate. Sign up free to see Stockbruh's full valuation analysis including price ratios and plain-English commentary.
How the business works
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. Sign up free for competitor and revenue breakdown ↗
Are they building the future?
Growth is mixed — some positive signals, but not consistent. Sign up free for Stockbruh's full growth breakdown.
What's ahead?
Earnings are mixed. Sign up free for the full earnings picture including EPS history and analyst forecasts.