Back to top
more

Principal Fds, Inc. Largecap Growth Fd I, J Cl: (MF: PLGJX)

(NASDAQ Mutual Funds) As of Aug 28, 2026 05:53 PM ET

$8.83 USD

-0.08 (-0.90%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.70 92
3 months 0.35 85
6 months 2.52 82
1 Year 0.83 90
3 Year 13.94 62
5 Year 5.57 78
10 Year 14.53 25

* 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) 1,392.11

Load Adjusted Returns as of Jul 31, 2026

1 Year 4.87
5 Year 6.87
10 Year 15.45
Since Inception 8.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.64 15.54 NA NA
2025 -8.13 16.72 4.26 -0.49
2024 10.40 4.86 3.13 4.20
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.6911.2424.4340.87-34.1421.5535.7634.753.6033.450.69
% Total Return Rel to Index -8.11-6.97-0.5914.63-15.93-7.1217.363.267.9911.65-11.24
% Total Return Rel to Peer -7.86-1.465.0317.87-14.44-0.5015.856.3210.4612.77-7.12
% Perf Quintile vs Peer* 5.004.002.001.005.004.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.010.000.00
% Yield 0.000.000.000.000.000.000.000.000.040.000.00
Capital Gains ($) 0.002.315.261.041.522.521.431.292.100.990.53
Expense Ratio 0.790.780.770.800.790.780.800.820.810.830.89

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