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Principal Fds, Inc. Largecap Growth Fd I, J Cl: (MF: PLGJX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$12.86 USD
-0.02 (-0.16%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.40 | 44 |
| 3 months | 10.40 | 44 |
| 6 months | 26.67 | 23 |
| 1 Year | 37.84 | 15 |
| 3 Year | 7.24 | 59 |
| 5 Year | 14.22 | 31 |
| 10 Year | 13.97 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 80.78 |
| Bear Market (10/07 - 2/09) | -49.15 |
| Bull Market (2/09 - 3/21) | 1,030.83 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 36.46 |
| 5 Year | 14.21 |
| 10 Year | 13.97 |
| Since Inception | 8.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.40 | NA | NA | NA |
| 2023 | 12.83 | 12.79 | -3.53 | 14.73 |
| 2022 | -13.87 | -21.58 | -5.65 | 3.35 |
| 2021 | 0.95 | 13.20 | 0.00 | 6.36 |
| 2020 | -13.74 | 27.74 | 11.61 | 10.39 |
| 2019 | 17.18 | 4.28 | 0.55 | 9.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.40 | 40.87 | -34.14 | 21.55 | 35.76 | 34.75 | 3.60 | 33.45 | 0.69 | 7.76 | 8.31 |
| % Total Return Rel to Index | -0.15 | 14.63 | -15.93 | -7.12 | 17.36 | 3.26 | 7.99 | 11.65 | -11.24 | 6.38 | -5.33 |
| % Total Return Rel to Peer | 0.45 | 17.87 | -14.44 | -0.50 | 15.85 | 6.32 | 10.46 | 12.77 | -7.12 | 9.36 | 0.10 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 1.49 | 1.27 |
| Expense Ratio | 0.00 | 0.80 | 0.79 | 0.78 | 0.80 | 0.82 | 0.81 | 0.83 | 0.89 | 0.97 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%