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

(NASDAQ Mutual Funds) As of Jun 5, 2026 06:12 PM ET

$11.59 USD

-0.40 (-3.34%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -1.13 89
3 months 2.07 70
6 months -4.29 92
1 Year 17.07 80
3 Year 18.59 45
5 Year 6.93 71
10 Year 14.64 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 86.95
Bear Market (10/07 - 2/09) -49.04
Bull Market (2/09 - 3/21) 1,034.71

Load Adjusted Returns as of Apr 30, 2026

1 Year 6.65
5 Year 6.04
10 Year 13.38
Since Inception 7.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.70 NA NA NA
2025 -8.27 16.72 4.12 -0.61
2024 10.68 4.76 3.03 4.08
2023 12.71 12.66 -3.67 14.27
2022 -13.96 -21.63 -5.70 3.26
2021 0.89 13.11 -0.09 6.27

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.1310.8024.3639.77-34.3421.1735.3034.303.1333.010.46
% Total Return Rel to Index -7.36-7.41-0.6513.53-16.14-7.5016.902.817.5211.21-11.47
% Total Return Rel to Peer -8.03-1.914.9716.78-14.64-0.8815.385.889.9912.33-7.35
% Perf Quintile vs Peer* 5.004.002.001.005.004.002.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.315.261.041.522.521.431.292.100.990.53
Expense Ratio 0.001.161.161.161.161.151.161.161.161.161.16

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