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Principal Fds, Inc. Midcap Fd Institutional Cl: (MF: PCBIX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:43 PM ET

$40.27 USD

-0.59 (-1.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD -10.98 99
3 months -6.01 86
6 months 0.10 96
1 Year -14.66 99
3 Year 7.60 93
5 Year 2.91 88
10 Year 10.12 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.84
Bull Market (2/09 - 3/21) 1,030.99

Load Adjusted Returns as of Sep 30, 2026

1 Year -14.66
5 Year 2.91
10 Year 10.12
Since Inception 9.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.07 6.51 -6.01 NA
2025 -0.40 6.19 0.17 -4.13
2024 10.96 -2.68 10.88 0.21
2023 5.57 9.65 -5.31 14.83
2022 -11.61 -16.92 -3.12 7.98
2021 3.48 9.27 0.70 10.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return -10.971.5619.9925.87-23.1825.3118.2542.90-6.6825.3210.25
% Total Return Rel to Index -23.72-16.65-5.02-0.36-4.98-3.36-0.1511.41-2.293.53-1.68
% Total Return Rel to Peer -20.29-11.140.602.87-3.483.25-1.6614.480.174.652.43
% Perf Quintile vs Peer* 5.005.003.002.004.003.003.001.003.002.003.00
% Dividends 0.000.000.050.010.000.000.000.140.010.010.09
% Yield 0.000.000.120.000.000.000.000.430.060.040.38
Capital Gains ($) 0.002.491.400.950.993.330.391.322.760.890.47
Expense Ratio 0.680.670.670.680.670.670.690.700.690.680.68

* 1 = Top 20%, 5 = Bottom 20%