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Principal Fds, Inc. Midcap Growth Fd Cl R-1: (MF: PMSGX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$6.70 USD
-0.04 (-0.59%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.70 | 83 |
| 3 months | 1.23 | 89 |
| 6 months | 17.71 | 79 |
| 1 Year | 9.12 | 92 |
| 3 Year | -6.78 | 96 |
| 5 Year | 7.80 | 80 |
| 10 Year | 9.42 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.26 |
| Bull Market (2/09 - 3/21) | 554.83 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 15.31 |
| 5 Year | 10.13 |
| 10 Year | 9.73 |
| Since Inception | 9.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.42 | NA | NA | NA |
| 2023 | 7.15 | 7.49 | -9.54 | 8.37 |
| 2022 | -12.66 | -22.41 | -1.90 | 1.05 |
| 2021 | 3.37 | 4.38 | 0.39 | 5.12 |
| 2020 | -18.92 | 37.86 | 11.60 | 28.26 |
| 2019 | 21.54 | 5.00 | -3.89 | 6.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.70 | 12.91 | -32.82 | 13.88 | 60.00 | 30.24 | -9.59 | 28.10 | 2.25 | 1.37 | 11.00 |
| % Total Return Rel to Index | -4.34 | -13.33 | -14.62 | -14.79 | 41.59 | -1.24 | -5.20 | 6.30 | -9.68 | -0.01 | -2.64 |
| % Total Return Rel to Peer | -3.13 | -10.08 | -13.12 | -8.17 | 40.08 | 1.81 | -2.73 | 7.42 | -5.56 | 2.97 | 2.79 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.55 | 1.54 | 1.54 | 1.55 | 1.55 | 1.55 | 1.55 | 1.55 | 1.56 | 1.56 |
* 1 = Top 20%, 5 = Bottom 20%