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Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$44.00 USD
+0.81 (1.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.43 | 17 |
| 3 months | -0.43 | 17 |
| 6 months | -0.27 | 16 |
| 1 Year | 7.54 | 16 |
| 3 Year | 9.18 | 14 |
| 5 Year | 17.42 | 33 |
| 10 Year | 11.45 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.33 |
| Bear Market (10/07 - 2/09) | -45.01 |
| Bull Market (2/09 - 3/21) | 1,059.79 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.54 |
| 5 Year | 17.41 |
| 10 Year | 11.46 |
| Since Inception | 10.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.43 | NA | NA | NA |
| 2024 | 10.91 | -2.72 | 10.85 | 0.16 |
| 2023 | 5.50 | 9.59 | -5.32 | 14.78 |
| 2022 | -11.65 | -16.94 | -3.15 | 7.94 |
| 2021 | 3.46 | 9.21 | 0.67 | 9.96 |
| 2020 | -23.90 | 24.81 | 8.12 | 14.97 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.43 | 19.80 | 25.65 | -23.28 | 25.09 | 18.06 | 42.66 | -6.82 | 25.17 | 10.02 | 1.31 |
| % Total Return Rel to Index | 3.83 | -5.22 | -0.59 | -5.08 | -3.59 | -0.33 | 11.17 | -2.43 | 3.37 | -1.91 | -0.07 |
| % Total Return Rel to Peer | 4.58 | 0.40 | 2.65 | -3.58 | 3.03 | -1.85 | 14.23 | 0.03 | 4.49 | 2.20 | 2.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.05 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 | 0.22 | 0.00 |
| Capital Gains ($) | 0.00 | 1.40 | 0.95 | 0.99 | 3.33 | 0.39 | 1.32 | 2.75 | 0.89 | 0.47 | 1.29 |
| Expense Ratio | 0.00 | 0.83 | 0.84 | 0.84 | 0.84 | 0.84 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%