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Principal Funds, Inc. - Edge Midcap Fund, Class R6: (MF: PEDMX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$12.95 USD
+0.06 (0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.56 | 97 |
| 3 months | -0.32 | 95 |
| 6 months | 15.60 | 88 |
| 1 Year | 11.24 | 86 |
| 3 Year | 1.67 | 75 |
| 5 Year | 7.83 | 80 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 18.78 |
| 5 Year | 10.12 |
| 10 Year | NA |
| Since Inception | 9.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.76 | NA | NA | NA |
| 2023 | 3.34 | 5.03 | -3.59 | 13.05 |
| 2022 | -7.87 | -14.13 | -6.08 | 13.31 |
| 2021 | 5.16 | 7.36 | -2.50 | 10.41 |
| 2020 | -28.65 | 24.84 | 4.43 | 18.88 |
| 2019 | 15.00 | 3.98 | 5.15 | 6.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
| % Total Return | -2.56 | 18.30 | -15.82 | 21.54 | 10.58 | 34.12 | -5.98 |
| % Total Return Rel to Index | -8.61 | -7.94 | 2.38 | -7.13 | -7.81 | 2.63 | -1.59 |
| % Total Return Rel to Peer | -7.39 | -4.69 | 3.87 | -0.51 | -9.33 | 5.70 | 0.87 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.16 | 0.35 | 0.09 | 0.10 | 0.13 | 0.16 |
| % Yield | 0.00 | 1.25 | 2.81 | 0.48 | 0.59 | 0.78 | 1.23 |
| Capital Gains ($) | 0.00 | 0.07 | 1.27 | 4.68 | 0.73 | 0.50 | 0.66 |
| Expense Ratio | 0.00 | 0.67 | 0.66 | 0.65 | 0.66 | 0.71 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%