| 12.40 Net Asset Value | 0.00% 1 Day | +15.13% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | 5.5 Sales Expenses | 1.70% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +2.14% | 3 years | -- | |
| 3 months | +8.42% | 5 years | -- | |
| 1 year | +30.05% | Since inception | +15.43% |
| PMDAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.30% |
| Expense ratio | 1.70% | 1.44% |
| Risk 5 year sharpe ratio | -- | 0.41 |
| Net assets | $425.2M | $721.1M |
| Average market cap | $2.6B | $1.8B |
| Average P/E | 15.8 | 15.0 |
| Portfolio turnover | 19% | 19% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Principal Funds |
| Fund manager & tenure | David Simpson / 1 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| HAS Hasbro, Inc. | 2.04% |
| ARLP Alliance Resource Partners LP | 2.00% |
| SBGI Sinclair Broadcast Group, Inc. | 1.96% |
| GRMN Garmin, Ltd. | 1.91% |
| OHI Omega Healthcare Investors, Inc. | 1.86% |
| ALV Autoliv, Inc. | 1.85% |
| CNSL Consolidated Communications, Inc. | 1.81% |
| MXIM Maxim Integrated Products Inc. | 1.76% |
| HRS Harris Corporation | 1.72% |
| -- New Flyer Industries Inc | 1.62% |
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