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

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$42.91 USD

-0.10 (-0.23%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 16.56 40
3 months 8.69 5
6 months 9.25 42
1 Year 27.04 27
3 Year 5.94 49
5 Year 12.09 56
10 Year 12.18 28

* 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) 950.30

Load Adjusted Returns as of Aug 31, 2024

1 Year 11.03
5 Year 9.68
10 Year 10.95
Since Inception 11.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.74 -2.75 NA NA
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
2020 -23.89 24.71 8.08 14.97
2019 19.17 9.18 3.19 6.10

Annual Return

20242023202220212020201920182017201620152014
% Total Return 16.5625.72-23.3724.9617.9542.47-6.9224.929.931.1212.35
% Total Return Rel to Index -2.98-0.51-5.16-3.71-0.4410.98-2.533.13-2.00-0.26-1.29
% Total Return Rel to Peer 1.712.72-3.672.90-1.9614.05-0.064.252.112.724.14
% Perf Quintile vs Peer* 0.002.004.003.003.001.003.002.003.002.002.00
% Dividends 0.000.000.000.000.000.070.000.000.020.000.00
% Yield 0.000.000.000.000.000.210.000.000.120.000.00
Capital Gains ($) 0.000.950.993.330.391.322.750.880.471.291.08
Expense Ratio 0.920.950.940.930.950.980.961.000.990.981.00

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