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Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 06:06 PM ET

$38.52 USD

-0.03 (-0.08%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -11.09 92
3 months -11.09 92
6 months -14.77 97
1 Year -9.42 98
3 Year 8.77 85
5 Year 4.72 80
10 Year 10.81 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 105.33
Bear Market (10/07 - 2/09) -45.01
Bull Market (2/09 - 3/21) 1,010.86

Load Adjusted Returns as of Mar 31, 2026

1 Year -9.41
5 Year 4.71
10 Year 10.81
Since Inception 9.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.09 NA NA NA
2025 -0.43 6.12 0.15 -4.13
2024 10.91 -2.72 10.85 0.16
2023 5.50 9.59 -5.32 14.78
2022 -11.65 -16.94 -3.15 7.94
2021 3.46 9.21 0.67 9.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return -11.091.4419.8025.65-23.2825.0918.0642.66-6.8225.1710.02
% Total Return Rel to Index -4.47-16.77-5.22-0.59-5.08-3.59-0.3311.17-2.433.37-1.91
% Total Return Rel to Peer -5.59-11.260.402.65-3.583.03-1.8514.230.034.492.20
% Perf Quintile vs Peer* 5.005.003.002.004.003.003.001.003.002.003.00
% Dividends 0.000.000.000.000.000.000.000.100.000.000.05
% Yield 0.000.000.000.000.000.000.000.330.000.000.22
Capital Gains ($) 0.002.491.400.950.993.330.391.322.750.890.47
Expense Ratio 0.000.820.830.840.840.840.840.850.850.850.85

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