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

(NASDAQ Mutual Funds) As of Jul 22, 2026 05:52 PM ET

$16.14 USD

-0.07 (-0.43%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.24 88
3 months 15.66 37
6 months 2.24 88
1 Year 6.15 88
3 Year 16.24 55
5 Year 7.01 74
10 Year 15.61 20

* 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) 1,467.24

Load Adjusted Returns as of Jun 30, 2026

1 Year 6.14
5 Year 7.01
10 Year 15.61
Since Inception 8.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.60 15.66 NA NA
2025 -8.12 16.75 4.29 -0.46
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2411.3624.5740.98-34.0421.7136.0134.873.7033.661.01
% Total Return Rel to Index -5.90-6.85-0.4514.73-15.84-6.9617.613.388.0911.86-10.92
% Total Return Rel to Peer -3.62-1.345.1717.98-14.34-0.3416.096.4510.5612.98-6.80
% Perf Quintile vs Peer* 4.004.002.001.005.004.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.010.020.01
% Yield 0.000.000.000.000.000.000.000.010.110.130.07
Capital Gains ($) 0.002.315.261.041.522.521.431.292.100.990.53
Expense Ratio 0.680.670.670.680.680.670.680.680.670.630.62

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