# Principal MidCap R3 (PMBMX)

> Source: Nexqual · https://nexqual.com/PMBMX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Principal MidCap R3 (PMBMX), nexqual.com/PMBMX" · informational, not investment advice.

**Price:** USD 36.39 (-1.44% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 36.92 · day 36.39–36.39 · 52w 33.5–42.21 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -8.3% vs S&P 500 +13.4%; 5Y +10.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -8.3% | +10.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -8.3% | +2.1% |
| Volatility (annualized) | 15.8% | 18.3% |
| Max drawdown | -16.5% (Jan 2026→Mar 2026) | -31.1% (Nov 2021→Oct 2022) |

## Peers
PMAQX (Principal Funds, Inc. - MidCap ) USD 40.39 +0.00% · PMBPX (Principal Fds, Inc. MidCap Fd C) USD 39.11 -0.00% · PMBJX (Principal Fds, Inc. MidCap Fd J) USD 36.6 +0.00% · RICHX (The Investment Company of Ameri) USD 66.69 -0.00% · RIBEX (The Investment Company of Ameri) USD 66.42 +0.00%

## More
Full page: https://nexqual.com/PMBMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt