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Principal Fds, Inc. Midcap Fd Cl R-3: (MF: PMBMX)

(NASDAQ Mutual Funds) As of Sep 25, 2026 05:41 PM ET

$35.21 USD

+0.27 (0.77%)

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
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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD -2.21 98
3 months 5.52 19
6 months 1.68 92
1 Year -7.74 98
3 Year 8.68 91
5 Year 3.66 85
10 Year 10.70 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.66
Bear Market (10/07 - 2/09) -50.46
Bull Market (2/09 - 3/21) 935.95

Load Adjusted Returns as of Aug 31, 2026

1 Year -9.46
5 Year 3.85
10 Year 10.80
Since Inception 8.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.17 6.37 NA NA
2025 -0.53 6.07 0.07 -4.25
2024 10.84 -2.83 10.77 0.09
2023 5.45 9.49 -5.38 14.69
2022 -11.73 -17.00 -3.24 7.85
2021 3.37 9.15 0.57 9.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return -2.211.0919.4125.30-23.5524.7217.6942.23-7.0924.739.70
% Total Return Rel to Index -14.84-17.12-5.60-0.93-5.34-3.95-0.7010.74-2.702.94-2.23
% Total Return Rel to Peer -13.55-11.610.022.31-3.852.67-2.2213.81-0.234.051.88
% Perf Quintile vs Peer* 5.005.003.002.004.003.003.001.003.002.003.00
% Dividends 0.000.000.010.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.491.400.950.993.330.391.322.760.890.47
Expense Ratio 1.141.131.141.151.151.151.151.161.161.161.16

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