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Principal Fds, Inc. Midcap Fd Cl A: (MF: PEMGX)

(NASDAQ Mutual Funds) As of Oct 22, 2026 06:00 PM ET

$38.79 USD

+0.46 (1.20%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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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 -11.12 99
3 months -6.04 86
6 months 0.00 97
1 Year -14.85 99
3 Year 7.35 94
5 Year 2.66 89
10 Year 9.83 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.32
Bear Market (10/07 - 2/09) -45.18
Bull Market (2/09 - 3/21) 968.84

Load Adjusted Returns as of Sep 30, 2026

1 Year -19.29
5 Year 1.56
10 Year 9.24
Since Inception 10.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.12 6.43 -6.04 NA
2025 -0.46 6.12 0.13 -4.19
2024 10.74 -2.75 10.83 0.13
2023 5.49 9.57 -5.36 14.92
2022 -11.65 -16.98 -3.20 7.93
2021 3.42 9.20 0.63 9.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return -11.121.3319.5225.72-23.3724.9617.9542.47-6.9224.929.93
% Total Return Rel to Index -23.86-16.88-5.49-0.51-5.16-3.71-0.4410.98-2.533.13-2.00
% Total Return Rel to Peer -20.43-11.380.132.72-3.672.90-1.9614.05-0.064.252.11
% Perf Quintile vs Peer* 5.005.003.002.004.003.003.001.003.002.003.00
% Dividends 0.000.000.000.000.000.000.000.070.000.000.02
% Yield 0.000.000.000.000.000.000.000.210.000.000.12
Capital Gains ($) 0.002.491.400.950.993.330.391.322.750.880.47
Expense Ratio 0.910.900.910.950.940.930.950.980.961.000.99

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