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Principal Fds, Inc. Largecap Growth Fd I Cl R-3: (MF: PPUMX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$12.58 USD
-0.03 (-0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.42 | 57 |
| 3 months | -8.98 | 47 |
| 6 months | -2.02 | 38 |
| 1 Year | 10.54 | 29 |
| 3 Year | 12.55 | 22 |
| 5 Year | 12.08 | 66 |
| 10 Year | 11.40 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.95 |
| Bear Market (10/07 - 2/09) | -49.04 |
| Bull Market (2/09 - 3/21) | 964.98 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.06 |
| 5 Year | 14.75 |
| 10 Year | 11.17 |
| Since Inception | 7.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.27 | NA | NA | NA |
| 2024 | 10.68 | 4.76 | 3.03 | 4.08 |
| 2023 | 12.71 | 12.66 | -3.67 | 14.27 |
| 2022 | -13.96 | -21.63 | -5.70 | 3.26 |
| 2021 | 0.89 | 13.11 | -0.09 | 6.27 |
| 2020 | -13.76 | 27.60 | 11.48 | 10.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.42 | 24.36 | 39.77 | -34.34 | 21.17 | 35.30 | 34.30 | 3.13 | 33.01 | 0.46 | -5.10 |
| % Total Return Rel to Index | -1.50 | -0.65 | 13.53 | -16.14 | -7.50 | 16.90 | 2.81 | 7.52 | 11.21 | -11.47 | -6.49 |
| % Total Return Rel to Peer | -0.95 | 4.97 | 16.78 | -14.64 | -0.88 | 15.38 | 5.88 | 9.99 | 12.33 | -7.35 | -3.50 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.26 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 0.00 |
| Expense Ratio | 0.00 | 1.16 | 1.16 | 1.16 | 1.15 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%