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Principal Fds, Inc. Largecap Growth Fd I Cl R-1: (MF: PCRSX)

(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET

$14.57 USD

-0.04 (-0.27%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 17.48 35
3 months 7.52 14
6 months 8.16 56
1 Year 26.47 30
3 Year 2.38 76
5 Year 13.64 41
10 Year 11.88 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.31
Bull Market (2/09 - 3/21) 831.13

Load Adjusted Returns as of Aug 31, 2024

1 Year 27.19
5 Year 13.59
10 Year 11.98
Since Inception 10.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.63 4.66 NA NA
2023 12.73 12.58 -3.75 14.12
2022 -14.03 -21.70 -5.82 3.16
2021 0.79 13.05 -0.21 6.21
2020 -13.88 27.57 11.39 10.21
2019 16.91 4.11 0.45 9.44

Annual Return

20242023202220212020201920182017201620152014
% Total Return 17.4839.41-34.6020.7734.8833.822.9132.660.10-5.897.75
% Total Return Rel to Index -2.0613.16-16.39-7.9116.482.337.3010.86-11.83-7.28-5.89
% Total Return Rel to Peer 2.6316.41-14.90-1.2814.965.409.7711.98-7.71-4.29-0.45
% Perf Quintile vs Peer* 0.001.005.004.002.002.001.001.005.005.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.041.522.521.431.292.100.990.530.001.27
Expense Ratio 1.471.471.471.461.471.471.471.471.471.471.47

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