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Principal Fds, Inc. Largecap Growth Fd I Cl R-5: (MF: PPUPX)

(NASDAQ Mutual Funds) As of Oct 31, 2025 06:41 PM ET

$17.08 USD

+0.09 (0.53%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy 2

View All Zacks Mutual Fund Rank #1's

Zacks Mutual Funds Categories Large Cap Growth

Latest Performance as of Sep 30, 2025

	Total Return %*	Percentile Rank Objective
YTD	11.76	51
3 months	4.26	72
6 months	21.74	30
1 Year	16.42	36
3 Year	26.42	21
5 Year	11.55	71
10 Year	15.71	15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07)	79.28
Bear Market (10/07 - 2/09)	-48.78
Bull Market (2/09 - 3/21)	1,277.13

Load Adjusted Returns as of Sep 30, 2025

1 Year	16.42
5 Year	11.55
10 Year	15.71
Since Inception	8.40

Quarterly Return

	1st Qtr.	2nd Qtr.	3rd Qtr.	4th Qtr.
2025	-8.19	16.76	4.26	NA
2024	10.79	4.81	3.15	4.17
2023	12.81	12.73	-3.59	14.36
2022	-13.91	-21.59	-5.59	3.32
2021	0.98	13.18	0.00	6.34
2020	-13.75	27.81	11.53	10.37

Chart for Principal Fds, Inc. Largecap Growth Fd I Cl R-5 PPUPX

Zacks Premium Research for PPUPX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2

MF Report

Annual Return

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
% Total Return	11.76	24.78	40.22	-34.16	21.54	35.70	34.73	3.47	33.41	0.78	7.90
% Total Return Rel to Index	-3.07	-0.23	13.98	-15.95	-7.14	17.30	3.24	7.86	11.61	-11.15	6.51
% Total Return Rel to Peer	0.47	5.39	17.22	-14.46	-0.51	15.78	6.31	10.33	12.73	-7.03	9.50
% Perf Quintile vs Peer*	0.00	0.00	1.00	5.00	4.00	2.00	1.00	1.00	1.00	5.00	1.00
% 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	1.48
Expense Ratio	0.85	0.85	0.85	0.85	0.84	0.85	0.85	0.85	0.85	0.85	0.85

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