Small-midcap Dividend is trading at 17.27 as of the 5th of May 2025; that is 1.77 percent increase since the beginning of the trading day. The fund's open price was 16.97. Small-midcap Dividend has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 16th of May 2023 and ending today, the 5th of May 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations. Its investments include the securities of foreign issuers and real estate investment trusts.. More on Small Midcap Dividend Income
Small Midcap Dividend Income [PMDDX] is traded in USA and was established 5th of May 2025. Small-midcap Dividend is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Principal Funds family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 1.28 B in assets with no minimum investment requirementsSmall Midcap Dividend is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.0%, while the total return for the last 3 years was 6.36%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small-midcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small-midcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Midcap Dividend Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Midcap Dividend Income Mutual Fund Constituents
Other Information on Investing in Small-midcap Mutual Fund
Small-midcap Dividend financial ratios help investors to determine whether Small-midcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small-midcap with respect to the benefits of owning Small-midcap Dividend security.