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

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$16.95 USD

-0.05 (-0.29%)

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, 2024

Total Return %* Percentile Rank Objective
YTD 17.65 34
3 months 7.58 13
6 months 8.29 55
1 Year 26.85 28
3 Year 2.68 75
5 Year 13.98 38
10 Year 12.28 27

* 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) 879.93

Load Adjusted Returns as of Aug 31, 2024

1 Year 27.64
5 Year 13.94
10 Year 12.39
Since Inception 7.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.68 4.76 NA NA
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
2019 17.11 4.20 0.49 9.50

Annual Return

20242023202220212020201920182017201620152014
% Total Return 17.6539.77-34.3421.1735.3034.303.1333.010.46-5.108.12
% Total Return Rel to Index -1.8913.53-16.14-7.5016.902.817.5211.21-11.47-6.49-5.51
% Total Return Rel to Peer 2.8016.78-14.64-0.8815.385.889.9912.33-7.35-3.50-0.07
% Perf Quintile vs Peer* 0.001.005.004.002.001.001.001.005.004.004.00
% 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 ($) 0.001.041.522.521.431.292.100.990.530.001.27
Expense Ratio 1.161.161.161.151.161.161.161.161.161.161.16

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