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

(NASDAQ Mutual Funds) As of Dec 16, 2025 06:02 PM ET

$10.81 USD

-0.01 (-0.09%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.61 55
3 months 2.88 59
6 months 11.14 62
1 Year 10.77 42
3 Year 22.45 20
5 Year 10.40 63
10 Year 14.80 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 80.78
Bear Market (10/07 - 2/09) -49.16
Bull Market (2/09 - 3/21) 1,335.28

Load Adjusted Returns as of Nov 30, 2025

1 Year 15.34
5 Year 11.61
10 Year 15.75
Since Inception 8.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.13 16.72 4.26 NA
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
2020 -13.74 27.74 11.61 10.39

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.6124.4340.87-34.1421.5535.7634.753.6033.450.697.76
% Total Return Rel to Index -4.88-0.5914.63-15.93-7.1217.363.267.9911.65-11.246.38
% Total Return Rel to Peer -0.015.0317.87-14.44-0.5015.856.3210.4612.77-7.129.36
% Perf Quintile vs Peer* 0.000.001.005.004.002.001.001.001.005.001.00
% Dividends 0.000.000.000.000.000.000.000.010.000.000.00
% Yield 0.000.000.000.000.000.000.000.040.000.000.00
Capital Gains ($) 0.005.261.041.522.521.431.292.100.990.531.49
Expense Ratio 0.790.770.800.790.780.800.820.810.830.890.97

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