Skip to main content
PVMIX

Principal MidCap Value I-Inst

$17.84 0.26 (1.48%)
Currency in USD / Last Updated: 3/27/2024
Category MidCap Value
Market Cap 4073.603M
52 Week High 17.84
52 Week Low 14.061
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol PVMIX
Type Mutual Fund
Category MidCap Value
Price 17.84
Price Yesterday 17.58
Market Cap 4,073.60
YTD Return 9.11%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.007
Overview
52 Week High 17.84
52 Week Low 14.06
Market Cap 4,073.60M
Shares Outstanding 228.34M
Income Dividend Yield 1.22%
Long Term Dividend Yield 3.02%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 4.24%
Returns Annualized
One Day 3,958.32%
Five Days 122.13%
One Months 84.91%
Three Months 40.49%
Six Months 47.39%
Nine Months 24.79%
One Year 23.55%
Three Years 8.67%
Five Years 12.41%
Ten Years 9.40%
YTD 44.29%
Since Inception 9.91%
Returns Total
One Day 1.48%
Five Days 1.59%
One Month 5.25%
Three Months 8.71%
Six Months 21.20%
Nine Months 18.05%
One Year 23.52%
Three Years 28.26%
Five Years 79.26%
Ten Years 145.19%
YTD 9.11%
Since Inception 534.65%
Yearly Returns
2024 9.11%
2023 11.07%
2022 -6.00%
2021 31.18%
2020 6.50%
2019 26.67%
2018 -10.91%
2017 14.61%
2016 15.26%
2015 -7.15%
Risk against SP-DA
Alpha -10.41%
Beta 0.99
Correlation 92.31%
Downside Deviation 3.09%
Coefficient of determination 85.22%
Standard Deviation 3.62%
Sharpe Ratio -0.84
Sortino -3.42
Treynor 18.37
Ulcer Index 3.84
Ulcer Performance Index -2.75

Other "Mid-Cap Value" Mutual Funds

GETGX JVMAX TRMCX IACIX JVSAX FCMVX LMCSX ACMVX HWMZX TCVAX DHMYX CLIQX OVEIX JMVSX JVMIX FSEIX FLCGX JMVIX FASOX FSLSX VMVIX FDVLX MCVRX HIMVX FFMVX JMVAX HWMIX MSAIX FTVNX FLPSX VMVAX CVERX TGVOX IJMIX TIMVX PVMIX SVUIX FVIFX MLPSX IJMAX AMDRX MLPIX AMVRX PMDAX TCMVX TRVPX FBSAX ABMAX LMCFX NCVLX HRMDX CHTTX TSVIX PCMVX TOTFX CMVRX ABMIX PCMRX FLMVX SMVTX NBREX CBMAX HRMVX LMCRX VEVIX BERCX NBRAX CAAPX ARTQX NMVLX FSMVX JMIVX JMCVX SPVZX TRVHX MARFX JVSNX TRVRX RRMVX VMFVX TGVNX PZVMX LMCPX MSAFX DFVEX KSMVX LYRBX FVLKX NQVRX JAMVX TSMVX HMVJX FMPOX HAMVX LMCYX VASVX TCVYX HMVYX FRNKX CLIFX FBSRX MAISX ACLMX VVMCX LLPFX AVUAX MCVAX PABVX JSVTX MYIMX AMCSX NBRVX ARFFX ARGFX FFNPX MAIMX DHPIX PRNIX FIMVX NAMAX IASAX IVOAX MVEIX MRRFX AMPAX DHMAX LYRIX FMUEX PYCGX FLPKX OVEAX FSOAX IVOIX DHPYX DHTYX MXMCX CMUAX FMPTX MYISX VVOAX JVSIX STRMX DALCX IIVLX WFMDX TCVIX RPMNX FTVFX JDPNX CIMDX KMDIX FDMLX NBRTX NCAVX NCBVX JDPRX VVOIX FVLZX HMVAX FLKSX NQVAX CFDRX LMCTX PMDIX DLMIX JAMCX FIDFX RSVYX BBVSX MLUSX DHLTX MXOAX JVMRX TOTTX JSVSX DLMAX KSMIX CBMSX AMDVX RSVAX FASPX MLUAX FCVFX RPMVX VETAX MVCJX AFOYX JNMCX SEVSX PCGRX WFPRX HMVFX PQNAX NMAVX FAVFX IMCVX JMVRX SEVAX CBMIX PABWX KMDVX HWMAX MSAVX SMVZX VEVYX ACMYX TMCVX EAPDX FIUSX JDPAX ARAIX PZIMX FRBSX MXKJX QNTIX PQNCX VEVRX FCBSX FVSKX CISMX APDQX APHQX RPMMX CMVYX SPRAX MSAJX HNMVX MVCKX FIVUX ANRPX JMVYX FTVSX ACLAX FASEX IIVAX GTTMX CFSMX TAMVX MLUZX LAVLX PCCGX HNMDX MSVCX PRAAX TRMIX SAMVX WFPAX ABIZX AACIX IVOYX MVCAX FVCSX MCVIX DHMIX GOODX JMVCX MDRFX WFMIX FMPAX SEVPX PMVQX EIPDX MVTIX CAAIX DHPAX DHTAX FMPEX IVOSX IVORX DLMRX FIVVX MJRFX CLFFX