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Principal Fds, Inc. Midcap Growth Fd Insti Cl: (MF: PGWIX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$10.25 USD
+0.14 (1.39%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.17 | 91 |
| 3 months | 2.11 | 93 |
| 6 months | -1.46 | 95 |
| 1 Year | 7.64 | 96 |
| 3 Year | -6.11 | 95 |
| 5 Year | 9.09 | 84 |
| 10 Year | 9.55 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.68 |
| Bull Market (2/09 - 3/21) | 617.60 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 3.60 |
| 5 Year | 9.00 |
| 10 Year | 9.60 |
| Since Inception | 9.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.52 | -3.91 | NA | NA |
| 2023 | 7.39 | 7.65 | -9.27 | 8.52 |
| 2022 | -12.51 | -22.23 | -1.77 | 1.32 |
| 2021 | 3.60 | 4.61 | 0.57 | 5.28 |
| 2020 | -18.73 | 38.04 | 11.78 | 28.55 |
| 2019 | 21.91 | 5.23 | -3.62 | 6.36 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.17 | 13.82 | -32.28 | 14.77 | 61.20 | 31.53 | -8.94 | 29.00 | 3.12 | 2.18 | 11.99 |
| % Total Return Rel to Index | -13.36 | -12.42 | -14.07 | -13.91 | 42.80 | 0.04 | -4.55 | 7.21 | -8.81 | 0.79 | -1.64 |
| % Total Return Rel to Peer | -8.67 | -9.17 | -12.58 | -7.28 | 41.28 | 3.10 | -2.08 | 8.33 | -4.69 | 3.78 | 3.79 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.16 | 1.26 | 0.36 | 1.11 | 0.31 | 0.00 | 0.16 | 1.59 |
| Expense Ratio | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%