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

(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET

$42.73 USD

+0.09 (0.21%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 2.72 92
3 months -4.44 97
6 months -0.13 96
1 Year -4.77 93
3 Year 13.32 59
5 Year 9.26 72
10 Year 12.24 43

* 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) 1,065.87

Load Adjusted Returns as of Nov 30, 2025

1 Year 6.17
5 Year 12.11
10 Year 13.38
Since Inception 11.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.40 6.19 0.17 NA
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
2020 -23.87 24.86 8.16 15.01

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.7119.9925.87-23.1825.3118.2542.90-6.6825.3210.251.46
% Total Return Rel to Index -14.78-5.02-0.36-4.98-3.36-0.1511.41-2.293.53-1.680.07
% Total Return Rel to Peer -9.910.602.87-3.483.25-1.6614.480.174.652.433.06
% Perf Quintile vs Peer* 0.000.002.004.003.003.001.003.002.002.002.00
% Dividends 0.000.050.010.000.000.000.140.010.010.090.02
% Yield 0.000.120.140.000.000.000.430.060.040.380.11
Capital Gains ($) 0.001.400.950.993.330.391.322.760.890.471.29
Expense Ratio 0.660.670.680.670.670.690.700.690.680.680.67

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