Principal MidCap S&P 400 Index Fund J (PMFJX)
23.19
+0.42
(+1.84%)
USD |
May 06 2026
PMFJX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.46% |
| Stock | 98.80% |
| Bond | 0.68% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.05% |
Market Capitalization
As of March 31, 2026
| Large | 1.01% |
| Mid | 5.53% |
| Small | 93.46% |
Region Exposure
| Americas | 96.36% |
|---|---|
|
North America
|
94.65% |
| United States | 94.65% |
|
Latin America
|
1.71% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.09% |
|---|---|
| United Kingdom | 2.51% |
|
Europe Developed
|
0.58% |
| Ireland | 0.36% |
| Sweden | 0.22% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.55% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.91% |
| Materials |
|
5.95% |
| Consumer Discretionary |
|
10.81% |
| Financials |
|
14.65% |
| Real Estate |
|
6.50% |
| Sensitive |
|
43.63% |
| Communication Services |
|
1.03% |
| Energy |
|
5.38% |
| Industrials |
|
24.92% |
| Information Technology |
|
12.31% |
| Defensive |
|
16.76% |
| Consumer Staples |
|
4.53% |
| Health Care |
|
8.83% |
| Utilities |
|
3.40% |
| Not Classified |
|
1.69% |
| Non Classified Equity |
|
0.64% |
| Not Classified - Non Equity |
|
1.05% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |