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Principal Fds, Inc. Midcap Growth Fd Cl J: (MF: PMGJX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$6.54 USD
-0.01 (-0.15%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.79 | 67 |
| 3 months | 8.79 | 67 |
| 6 months | 18.86 | 80 |
| 1 Year | 15.89 | 89 |
| 3 Year | -2.35 | 95 |
| 5 Year | 10.81 | 69 |
| 10 Year | 10.34 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.21 |
| Bull Market (2/09 - 3/21) | 602.27 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 14.73 |
| 5 Year | 10.81 |
| 10 Year | 10.33 |
| Since Inception | 8.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.79 | NA | NA | NA |
| 2023 | 7.36 | 7.52 | -9.33 | 9.26 |
| 2022 | -12.50 | -22.33 | -1.78 | 1.27 |
| 2021 | 3.60 | 4.53 | 0.50 | 5.38 |
| 2020 | -18.70 | 37.83 | 11.86 | 28.41 |
| 2019 | 21.88 | 5.19 | -3.74 | 6.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.79 | 14.36 | -32.40 | 14.70 | 60.96 | 31.13 | -9.14 | 28.81 | 2.89 | 1.80 | 11.30 |
| % Total Return Rel to Index | -1.76 | -11.88 | -14.19 | -13.97 | 42.56 | -0.35 | -4.74 | 7.01 | -9.04 | 0.41 | -2.34 |
| % Total Return Rel to Peer | -1.16 | -8.63 | -12.70 | -7.35 | 41.04 | 2.71 | -2.27 | 8.13 | -4.92 | 3.40 | 3.09 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.16 | 1.26 | 0.36 | 1.11 | 0.31 | 0.00 | 0.16 | 1.59 |
| Expense Ratio | 0.00 | 0.93 | 0.90 | 0.88 | 0.93 | 0.97 | 0.93 | 0.97 | 1.03 | 1.20 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%