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Principal Fds, Inc. Largecap Growth Fd I, Instl Cl: (MF: PLGIX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$15.90 USD
+0.24 (1.53%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.12 | 71 |
| 3 months | -8.12 | 71 |
| 6 months | -4.25 | 60 |
| 1 Year | 3.59 | 49 |
| 3 Year | 7.30 | 38 |
| 5 Year | 15.32 | 63 |
| 10 Year | 13.14 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 81.26 |
| Bear Market (10/07 - 2/09) | -50.94 |
| Bull Market (2/09 - 3/21) | 1,273.70 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.59 |
| 5 Year | 15.32 |
| 10 Year | 13.15 |
| Since Inception | 7.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.12 | NA | NA | NA |
| 2024 | 10.48 | 4.87 | 3.16 | 4.20 |
| 2023 | 12.87 | 12.82 | -3.52 | 14.76 |
| 2022 | -13.86 | -21.52 | -5.59 | 3.34 |
| 2021 | 1.02 | 13.23 | 0.00 | 6.40 |
| 2020 | -13.62 | 27.81 | 11.55 | 10.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.12 | 24.57 | 40.98 | -34.04 | 21.71 | 36.01 | 34.87 | 3.70 | 33.66 | 1.01 | 8.17 |
| % Total Return Rel to Index | -3.85 | -0.45 | 14.73 | -15.84 | -6.96 | 17.61 | 3.38 | 8.09 | 11.86 | -10.92 | 6.78 |
| % Total Return Rel to Peer | -3.09 | 5.17 | 17.98 | -14.34 | -0.34 | 16.09 | 6.45 | 10.56 | 12.98 | -6.80 | 9.77 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.11 | 0.13 | 0.07 | 0.05 |
| Capital Gains ($) | 0.00 | 5.26 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 1.48 |
| Expense Ratio | 0.00 | 0.67 | 0.68 | 0.68 | 0.67 | 0.68 | 0.68 | 0.67 | 0.63 | 0.62 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%