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Principal Fds, Inc. Midcap Fd Institutional Cl: (MF: PCBIX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$41.74 USD
+0.37 (0.89%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.99 | 58 |
| 3 months | -2.68 | 69 |
| 6 months | 7.99 | 58 |
| 1 Year | 17.42 | 51 |
| 3 Year | 4.98 | 58 |
| 5 Year | 11.15 | 51 |
| 10 Year | 11.86 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.84 |
| Bull Market (2/09 - 3/21) | 921.50 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 17.42 |
| 5 Year | 11.14 |
| 10 Year | 11.86 |
| Since Inception | 11.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.96 | -2.68 | NA | NA |
| 2023 | 5.57 | 9.65 | -5.31 | 14.83 |
| 2022 | -11.61 | -16.92 | -3.12 | 7.98 |
| 2021 | 3.48 | 9.27 | 0.70 | 10.03 |
| 2020 | -23.87 | 24.86 | 8.16 | 15.01 |
| 2019 | 19.27 | 9.28 | 3.24 | 6.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.99 | 25.87 | -23.18 | 25.31 | 18.25 | 42.90 | -6.68 | 25.32 | 10.25 | 1.46 | 12.71 |
| % Total Return Rel to Index | -7.31 | -0.36 | -4.98 | -3.36 | -0.15 | 11.41 | -2.29 | 3.53 | -1.68 | 0.07 | -0.92 |
| % Total Return Rel to Peer | -2.67 | 2.87 | -3.48 | 3.25 | -1.66 | 14.48 | 0.17 | 4.65 | 2.43 | 3.06 | 4.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 1.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.14 | 0.01 | 0.01 | 0.09 | 0.02 | 0.07 |
| % Yield | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.43 | 0.05 | 0.04 | 0.38 | 0.11 | 0.32 |
| Capital Gains ($) | 0.00 | 0.95 | 0.99 | 3.33 | 0.39 | 1.32 | 2.76 | 0.89 | 0.47 | 1.29 | 1.08 |
| Expense Ratio | 0.00 | 0.68 | 0.67 | 0.67 | 0.69 | 0.70 | 0.69 | 0.68 | 0.68 | 0.67 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%