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

(NASDAQ Mutual Funds) As of Mar 23, 2026 06:16 PM ET

$36.07 USD

+0.41 (1.15%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -3.80 82
3 months -4.89 85
6 months -9.17 97
1 Year -6.18 98
3 Year 11.69 81
5 Year 6.75 78
10 Year 12.40 57

* 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) 984.11

Load Adjusted Returns as of Feb 28, 2026

1 Year -3.95
5 Year 6.68
10 Year 11.49
Since Inception 10.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 -3.801.3319.5225.72-23.3724.9617.9542.47-6.9224.929.93
% Total Return Rel to Index -2.11-16.88-5.49-0.51-5.16-3.71-0.4410.98-2.533.13-2.00
% Total Return Rel to Peer -2.19-11.380.132.72-3.672.90-1.9614.05-0.064.252.11
% Perf Quintile vs Peer* 4.005.000.002.004.003.003.001.003.002.003.00
% 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 0.000.900.910.950.940.930.950.980.961.000.99

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