Principal MidCap R6 (PMAQX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMAQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMAQX
PMAQX charges 0.60% annually. There are 20 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PMAQX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PMAQX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PMAQX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PMAQX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PMAQX vs VMFGX |
Best Risk-Adjusted Alternatives to PMAQX
PMAQX has a PortfoliosLab risk / return rank of 1. There are 151 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | PMAQX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | PMAQX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | PMAQX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | PMAQX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | PMAQX vs POAGX |
Top Performing PMAQX Alternatives (YTD)
PMAQX is at -7.06% YTD. There are 152 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | PMAQX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | PMAQX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | PMAQX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | PMAQX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | PMAQX vs OEGYX |
Lowest Volatility Alternatives to PMAQX
PMAQX has 14.65% 1-year volatility. There are 20 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | PMAQX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | PMAQX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | PMAQX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | PMAQX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | PMAQX vs RIPIX |
Lowest Drawdown Alternatives to PMAQX
PMAQX has a 1-year max drawdown of -19.25%. There are 139 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PMAQX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | PMAQX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PMAQX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PMAQX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PMAQX vs SECUX |
Other Mutual Funds from Principal Funds
The 5 most viewed Principal Funds mutual funds shown here include PLSAX, PDSYX, PGDIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 52 | 8.07% | — | Feb 2001 | PMAQX vs PLSAX | |
| Principal Diversified Select Real Asset Fund | Global Allocation | 93 | 4.56% | — | Jul 2019 | PMAQX vs PDSYX | |
| Principal Diversified Income Fund | Multisector Bonds | 15 | -0.36% | — | Dec 2008 | PMAQX vs PGDIX | |
| Principal LifeTime Hybrid 2030 Fund R-6 | Target Retirement Date | 60 | 5.36% | — | Sep 2014 | PMAQX vs PLZTX | |
| Principal Government & High Quality Bond Fund | Government Bonds | 20 | 0.08% | — | May 1984 | PMAQX vs CMPGX |
Often Compared With PMAQX
Investors most often compare PMAQX with CGMS, JPRE, IWR. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare PMAQX with Any Fund or Stock
Compare PMAQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMAQX with funds that move differently
Principal MidCap R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMAQX.
Explore PMAQX Diversifiers