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Principal Fds, Inc. Smallcap Growth Fd I Cl R-3: (MF: PPNMX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 05:52 PM ET

$11.92 USD

-0.15 (-1.24%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 17.07 53
3 months -1.84 86
6 months 11.71 35
1 Year 24.90 30
3 Year 15.67 34
5 Year 3.67 75
10 Year 11.66 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 134.54
Bear Market (10/07 - 2/09) -55.72
Bull Market (2/09 - 3/21) 1,046.38

Load Adjusted Returns as of Aug 31, 2026

1 Year 42.81
5 Year 5.88
10 Year 13.43
Since Inception 7.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.91 30.69 NA NA
2025 -11.28 13.56 7.80 3.34
2024 7.25 -2.43 7.94 0.23
2023 6.27 6.22 -7.74 11.30
2022 -14.59 -19.02 -1.82 4.77
2021 2.65 4.90 -1.81 0.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.0612.2513.2215.91-28.856.6741.3932.81-5.8625.728.68
% Total Return Rel to Index 7.60-5.96-11.80-10.32-10.65-22.0122.991.32-1.473.92-3.25
% Total Return Rel to Peer 1.034.941.29-0.16-9.33-12.6422.407.384.9010.12-7.26
% Perf Quintile vs Peer* 3.002.002.003.005.005.001.001.002.001.005.00
% Dividends 0.000.000.040.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.411.110.000.102.450.891.012.330.840.36
Expense Ratio 1.411.411.411.411.401.401.441.561.561.571.57

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