Back to top
more

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

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:43 PM ET

$14.08 USD

-0.02 (-0.14%)

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

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.37 79
3 months 2.20 28
6 months 18.18 23
1 Year 3.83 80
3 Year 18.31 51
5 Year 7.29 71
10 Year 15.03 22

* 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) 1,303.82

Load Adjusted Returns as of Sep 30, 2026

1 Year 3.83
5 Year 7.29
10 Year 15.03
Since Inception 8.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.69 15.63 2.20 NA
2025 -8.19 16.76 4.26 -0.51
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.3611.1824.7840.22-34.1621.5435.7034.733.4733.410.78
% Total Return Rel to Index -8.37-7.03-0.2313.98-15.95-7.1417.303.247.8611.61-11.15
% Total Return Rel to Peer -4.94-1.525.3917.22-14.46-0.5115.786.3110.3312.73-7.03
% 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 0.860.850.850.850.850.840.850.850.850.850.85

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