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Principal Fds, Inc. Largecap Growth Fd I, Instl Cl: (MF: PLGIX)

(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET

$19.08 USD

+0.02 (0.11%)

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 Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD 5.10 49
3 months 2.51 76
6 months 22.98 33
1 Year 29.44 19
3 Year 3.11 65
5 Year 12.48 28
10 Year 13.83 8

* 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) 1,084.64

Load Adjusted Returns as of Apr 30, 2024

1 Year 38.01
5 Year 14.36
10 Year 14.17
Since Inception 8.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.48 NA NA NA
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
2019 17.23 4.30 0.63 9.60

Annual Return

20242023202220212020201920182017201620152014
% Total Return 5.1040.98-34.0421.7136.0134.873.7033.661.018.178.65
% Total Return Rel to Index -0.9414.73-15.84-6.9617.613.388.0911.86-10.926.78-4.99
% Total Return Rel to Peer 0.2617.98-14.34-0.3416.096.4510.5612.98-6.809.770.44
% Perf Quintile vs Peer* 0.001.005.004.002.001.001.001.005.001.004.00
% Dividends 0.000.000.000.000.000.000.010.020.010.010.03
% Yield 0.000.000.000.000.000.010.110.130.070.050.25
Capital Gains ($) 0.001.041.522.521.431.292.100.990.531.481.27
Expense Ratio 0.000.680.680.670.680.680.670.630.620.610.61

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