Back to top
Principal Funds, Inc. - Edge Midcap Fund, Institutional Class: (MF: PEDGX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$12.54 USD
-0.02 (-0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.49 | 48 |
| 3 months | -8.37 | 38 |
| 6 months | -5.73 | 79 |
| 1 Year | 2.76 | 77 |
| 3 Year | 5.28 | 79 |
| 5 Year | 10.38 | 82 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -0.49 |
| 5 Year | 14.03 |
| 10 Year | NA |
| Since Inception | 9.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.51 | NA | NA | NA |
| 2024 | 3.70 | -2.71 | 7.81 | -2.68 |
| 2023 | 3.26 | 5.06 | -3.61 | 13.02 |
| 2022 | -7.90 | -14.12 | -6.11 | 13.26 |
| 2021 | 5.12 | 7.33 | -2.51 | 10.38 |
| 2020 | -28.66 | 24.81 | 4.37 | 18.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.49 | 5.85 | 18.19 | -15.89 | 21.41 | 10.45 | 33.90 | -6.00 | 14.00 | 24.44 |
| % Total Return Rel to Index | -0.58 | -19.17 | -8.05 | 2.30 | -7.26 | -7.94 | 2.41 | -1.61 | -7.79 | 12.50 |
| % Total Return Rel to Peer | -0.02 | -13.54 | -4.80 | 3.80 | -0.64 | -9.45 | 5.48 | 0.85 | -6.67 | 16.62 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.11 | 0.15 | 0.34 | 0.07 | 0.09 | 0.12 | 0.15 | 0.00 | 0.10 |
| % Yield | 0.00 | 0.85 | 0.87 | 2.73 | 0.37 | 0.52 | 0.71 | 1.15 | 0.00 | 0.77 |
| Capital Gains ($) | 0.00 | 0.31 | 0.07 | 1.27 | 4.68 | 0.73 | 0.50 | 0.66 | 0.13 | 0.43 |
| Expense Ratio | 0.77 | 0.77 | 0.77 | 0.77 | 0.77 | 0.77 | 0.82 | 0.90 | 0.78 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%