PEMGX Fund Comparisons

PEMGX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include IWR, EUSA, VO. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
PEMGX
Name
MidCap Fund (f/k/a MidCap Blend Fund)
Type
Mutual Fund
Originator
Principal
Asset class
equity
Net expense ratio
0.9%
AUM
$25.2B

Comparable Funds

FundQuant reviewed 1,681 active searchable funds, 238 ETFs, 1,443 mutual funds and returned 3 comparable funds for PEMGX.

  1. IWR - iShares Russell Mid-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Possible Fit; fit score 61)
  2. EUSA - iShares MSCI USA Equal Weighted ETF (1940 Act ETF; BlackRock / iShares; equity; Possible Fit; fit score 60)
  3. VO - Vanguard Mid-Cap Index Fund (1940 Act ETF; Vanguard; equity; Possible Fit; fit score 60)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/PEMGX/comps