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Principal Fds, Inc. Midcap S&p 400 Index Fd Instl Cl: (MF: MPSIX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:11 PM ET
$23.46 USD
+0.70 (3.08%)
Zacks MF Rank
NA
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.25 | 78 |
| 3 months | 1.60 | 52 |
| 6 months | 7.15 | 58 |
| 1 Year | 7.26 | 78 |
| 3 Year | 12.28 | 75 |
| 5 Year | 8.85 | 67 |
| 10 Year | 10.45 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.39 |
| Bull Market (2/09 - 3/21) | 808.25 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 7.25 |
| 5 Year | 8.84 |
| 10 Year | 10.45 |
| Since Inception | 8.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.15 | 6.65 | 5.46 | 1.60 |
| 2024 | 9.89 | -3.51 | 6.84 | 0.28 |
| 2023 | 3.76 | 4.79 | -4.25 | 11.55 |
| 2022 | -4.92 | -15.44 | -2.50 | 10.72 |
| 2021 | 13.34 | 3.59 | -1.83 | 7.91 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.25 | 13.61 | 16.14 | -13.21 | 24.38 | 13.41 | 26.01 | -11.36 | 15.96 | 20.42 |
| % Total Return Rel to Index | -10.96 | -11.40 | -10.10 | 4.99 | -4.29 | -4.98 | -5.47 | -6.97 | -5.83 | 8.48 |
| % Total Return Rel to Peer | -5.45 | -5.77 | -6.85 | 6.48 | 2.32 | -6.50 | -2.40 | -4.50 | -4.71 | 12.60 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.27 | 0.31 | 0.28 | 0.27 | 0.28 | 0.23 | 0.29 | 0.25 | 0.25 | 0.27 |
| % Yield | 1.17 | 1.27 | 1.26 | 1.31 | 1.06 | 1.04 | 1.39 | 1.37 | 1.10 | 1.33 |
| Capital Gains ($) | 1.67 | 2.76 | 0.52 | 1.19 | 1.79 | 1.31 | 0.95 | 1.70 | 1.30 | 1.00 |
| Expense Ratio | 0.25 | 0.25 | 0.25 | 0.23 | 0.22 | 0.23 | 0.23 | 0.20 | 0.21 | 0.20 |
* 1 = Top 20%, 5 = Bottom 20%