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Principal Fds, Inc. Midcap Fd J Cl: (MF: PMBJX)

(NASDAQ Mutual Funds) As of May 15, 2026 06:00 PM ET

$34.74 USD

-0.44 (-1.25%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -7.88 98
3 months -7.28 99
6 months -7.82 96
1 Year -5.61 98
3 Year 9.37 90
5 Year 4.20 83
10 Year 11.18 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 99.63
Bear Market (10/07 - 2/09) -50.63
Bull Market (2/09 - 3/21) 920.28

Load Adjusted Returns as of Apr 30, 2026

1 Year -10.29
5 Year 4.76
10 Year 10.85
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.09 NA NA NA
2025 -0.44 6.15 0.16 -4.15
2024 10.78 -2.74 10.88 0.20
2023 5.49 9.63 -5.32 14.97
2022 -11.63 -16.94 -3.17 7.99
2021 3.47 9.24 0.65 10.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.881.4619.7225.89-23.2425.1618.1442.72-6.8425.2010.12
% Total Return Rel to Index -6.75-16.75-5.30-0.35-5.04-3.51-0.2511.23-2.453.40-1.81
% Total Return Rel to Peer -7.42-11.240.322.89-3.553.10-1.7714.300.014.522.30
% Perf Quintile vs Peer* 5.005.003.002.004.003.003.001.003.002.003.00
% Dividends 0.000.000.020.000.000.000.000.110.000.000.06
% Yield 0.000.000.050.000.000.000.000.370.000.000.27
Capital Gains ($) 0.002.491.400.950.993.330.391.322.750.890.47
Expense Ratio 0.000.760.760.800.790.780.790.830.820.820.82

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