Back to top
more

Principal Fds, Inc. Smallcap Growth Fd I, Insti Cl: (MF: PGRTX)

(NASDAQ Mutual Funds) As of May 8, 2026 06:06 PM ET

$17.85 USD

+0.17 (0.96%)

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
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.76 75
3 months -1.76 75
6 months 1.59 61
1 Year 24.70 23
3 Year 11.28 43
5 Year 1.80 74
10 Year 11.48 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 137.37
Bear Market (10/07 - 2/09) -55.42
Bull Market (2/09 - 3/21) 1,011.17

Load Adjusted Returns as of Mar 31, 2026

1 Year 24.69
5 Year 1.80
10 Year 11.48
Since Inception 10.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.76 NA NA NA
2025 -11.17 13.64 8.00 3.41
2024 6.09 -2.37 8.05 0.42
2023 6.44 6.28 -7.66 12.80
2022 -14.51 -19.02 -1.60 4.90
2021 2.77 5.03 -1.71 1.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.7612.7412.3817.83-28.547.2242.1033.54-5.4126.379.29
% Total Return Rel to Index 4.21-5.47-12.63-8.40-10.34-21.4523.692.05-1.024.57-2.64
% Total Return Rel to Peer -1.845.440.451.75-9.03-12.0823.108.115.3510.77-6.65
% Perf Quintile vs Peer* 4.001.003.002.005.005.001.001.002.001.004.00
% Dividends 0.000.000.070.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.411.110.000.102.450.891.012.330.840.36
Expense Ratio 0.000.950.960.970.940.930.971.021.021.021.02

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