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Principal Funds, Inc. - Midcap Fund, Class R6: (MF: PMAQX)
(NASDAQ Mutual Funds) As of May 14, 2025 08:00 PM ET
$46.15 USD
-0.23 (-0.50%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.91 | 10 |
| 3 months | -5.85 | 15 |
| 6 months | 0.14 | 12 |
| 1 Year | 14.47 | 7 |
| 3 Year | 12.61 | 21 |
| 5 Year | 14.69 | 28 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 7.76 |
| 5 Year | 17.69 |
| 10 Year | NA |
| Since Inception | 13.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.40 | NA | NA | NA |
| 2024 | 11.00 | -2.67 | 10.91 | 0.24 |
| 2023 | 5.60 | 9.64 | -5.25 | 14.83 |
| 2022 | -11.58 | -16.89 | -3.12 | 8.01 |
| 2021 | 3.48 | 9.30 | 0.71 | 10.06 |
| 2020 | -23.85 | 24.89 | 8.17 | 15.05 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.91 | 20.11 | 25.97 | -23.11 | 25.38 | 18.37 | 43.08 | -6.62 | 25.40 |
| % Total Return Rel to Index | 3.99 | -4.91 | -0.26 | -4.90 | -3.30 | -0.02 | 11.59 | -2.23 | 3.60 |
| % Total Return Rel to Peer | 4.55 | 0.71 | 2.97 | -3.41 | 3.32 | -1.54 | 14.65 | 0.23 | 4.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.09 | 0.04 | 0.00 | 0.00 | 0.00 | 0.17 | 0.04 | 0.03 |
| % Yield | 0.00 | 0.18 | 0.21 | 0.00 | 0.00 | 0.00 | 0.52 | 0.16 | 0.12 |
| Capital Gains ($) | 0.00 | 1.40 | 0.95 | 0.99 | 3.33 | 0.39 | 1.32 | 2.75 | 0.88 |
| Expense Ratio | 0.00 | 0.59 | 0.60 | 0.59 | 0.59 | 0.60 | 0.60 | 0.59 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%