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Principal Funds, Inc. - Largecap Growth Fund I, Class A: (MF: PLGAX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$17.69 USD
+0.01 (0.06%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.38 | 45 |
| 3 months | 2.46 | 77 |
| 6 months | 22.85 | 35 |
| 1 Year | 29.05 | 19 |
| 3 Year | 2.81 | 68 |
| 5 Year | 12.14 | 32 |
| 10 Year | 12.03 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.43 |
| 5 Year | 12.79 |
| 10 Year | 11.75 |
| Since Inception | 12.87 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.76 | NA | NA | NA |
| 2023 | 12.77 | 12.77 | -3.64 | 14.32 |
| 2022 | -13.89 | -21.61 | -5.64 | 3.24 |
| 2021 | 0.97 | 13.16 | -0.09 | 6.31 |
| 2020 | -13.79 | 27.72 | 11.52 | 10.32 |
| 2019 | 17.10 | 4.25 | 0.52 | 9.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.38 | 40.09 | -34.25 | 21.37 | 35.47 | 34.47 | 3.31 | 33.06 | 0.43 | -4.61 | 8.00 |
| % Total Return Rel to Index | -0.66 | 13.84 | -16.04 | -7.30 | 17.07 | 2.98 | 7.70 | 11.26 | -11.50 | -6.00 | -5.64 |
| % Total Return Rel to Peer | 0.54 | 17.09 | -14.55 | -0.68 | 15.55 | 6.04 | 10.17 | 12.38 | -7.38 | -3.02 | -0.20 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 0.00 | 1.27 |
| Expense Ratio | 0.00 | 1.00 | 0.96 | 0.95 | 0.99 | 1.00 | 1.04 | 1.16 | 1.15 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%