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Principal Funds Inc Mc Grw Fd Iii R4: (MF: PPQSX)

(NASDAQ Mutual Funds) As of Jan 27, 2020 08:00 PM ET

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$11.45 USD

-0.16 (-1.38%)

Zacks MF Rank 2-Buy   2      

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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View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2019

Total Return %* Percentile Rank Objective
YTD 34.90 15
3 months 6.40 78
6 months 6.68 76
1 Year 34.91 15
3 Year 16.87 26
5 Year 10.20 41
10 Year 11.72 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 164.09
Bear Market (10/07 - 2/09) -56.64
Bull Market (2/09 - 9/19) 405.64

Load Adjusted Returns as of Dec 31, 2019

1 Year 34.91
5 Year 10.20
10 Year 11.72
Since Inception 5.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 17.97 7.19 0.26 6.40
2018 3.72 2.78 8.39 -17.61
2017 6.91 4.75 4.35 6.32
2016 -0.21 1.58 2.70 -0.01
2015 5.09 -1.11 -8.10 2.39

Annual Return

2019201820172016201520142013201220112010
% Total Return 34.90-4.7824.264.10-2.217.0534.966.62-4.7027.03
% Total Return Rel to Index 3.41-0.392.46-7.83-3.60-6.582.58-9.37-6.8011.96
% Total Return Rel to Peer 6.482.073.58-3.71-0.61-1.154.26-7.65-1.6710.23
% Perf Quintile vs Peer* 1.002.002.004.003.004.002.005.004.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.991.141.500.030.502.612.470.000.000.00
Expense Ratio 1.291.281.311.321.331.331.061.331.051.34

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