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Principal Fds, Inc. Midcap Growth Fd Cl R-3: (MF: PFPPX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$8.48 USD
+0.17 (2.05%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.62 | 95 |
| 3 months | 0.82 | 95 |
| 6 months | 2.14 | 96 |
| 1 Year | -0.12 | 98 |
| 3 Year | -6.57 | 96 |
| 5 Year | 7.36 | 89 |
| 10 Year | 9.32 | 65 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.01 |
| Bull Market (2/09 - 3/21) | 542.96 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 3.17 |
| 5 Year | 8.47 |
| 10 Year | 9.06 |
| Since Inception | 8.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.43 | -4.03 | NA | NA |
| 2023 | 7.30 | 7.44 | -9.39 | 8.41 |
| 2022 | -12.59 | -22.23 | -1.87 | 1.09 |
| 2021 | 3.45 | 4.50 | 0.39 | 5.13 |
| 2020 | -18.85 | 37.84 | 11.60 | 28.45 |
| 2019 | 21.71 | 5.00 | -3.79 | 6.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.62 | 13.26 | -32.57 | 14.11 | 60.37 | 30.81 | -9.34 | 28.47 | 2.60 | 1.67 | 11.40 |
| % Total Return Rel to Index | -14.08 | -12.98 | -14.36 | -14.57 | 41.96 | -0.67 | -4.95 | 6.67 | -9.33 | 0.28 | -2.23 |
| % Total Return Rel to Peer | -10.04 | -9.73 | -12.87 | -7.94 | 40.45 | 2.39 | -2.48 | 7.79 | -5.21 | 3.27 | 3.20 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.16 | 1.26 | 0.36 | 1.11 | 0.31 | 0.00 | 0.16 | 1.59 |
| Expense Ratio | 1.24 | 1.24 | 1.23 | 1.23 | 1.24 | 1.24 | 1.24 | 1.24 | 1.24 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%