Principal MidCap S&P 400 Index Fund J (PMFJX)
21.02
+0.15
(+0.72%)
USD |
Mar 24 2026
PMFJX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.33% |
| Stock | 99.05% |
| Bond | 0.59% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.03% |
Market Capitalization
As of February 28, 2026
| Large | 0.96% |
| Mid | 5.41% |
| Small | 93.62% |
Region Exposure
| Americas | 96.70% |
|---|---|
|
North America
|
95.21% |
| United States | 95.21% |
|
Latin America
|
1.49% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.93% |
|---|---|
| United Kingdom | 2.36% |
|
Europe Developed
|
0.57% |
| Ireland | 0.33% |
| Sweden | 0.24% |
|
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 | 0.37% |
|---|
Stock Sector Exposure
| Cyclical |
|
37.26% |
| Materials |
|
5.82% |
| Consumer Discretionary |
|
10.91% |
| Financials |
|
14.29% |
| Real Estate |
|
6.24% |
| Sensitive |
|
45.02% |
| Communication Services |
|
1.48% |
| Energy |
|
4.54% |
| Industrials |
|
24.91% |
| Information Technology |
|
14.08% |
| Defensive |
|
16.20% |
| Consumer Staples |
|
4.46% |
| Health Care |
|
8.53% |
| Utilities |
|
3.22% |
| Not Classified |
|
1.52% |
| Non Classified Equity |
|
0.66% |
| Not Classified - Non Equity |
|
0.87% |
As of February 28, 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 | -- |