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Principal Fds, Inc. Midcap Growth Fd Cl R-4: (MF: PIPPX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$9.95 USD
+0.04 (0.40%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.07 | 75 |
| 3 months | -4.04 | 84 |
| 6 months | 5.07 | 75 |
| 1 Year | 3.29 | 97 |
| 3 Year | -5.22 | 94 |
| 5 Year | 8.67 | 77 |
| 10 Year | 9.27 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.98 |
| Bull Market (2/09 - 3/21) | 578.13 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 3.29 |
| 5 Year | 8.67 |
| 10 Year | 9.27 |
| Since Inception | 9.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.50 | -4.04 | NA | NA |
| 2023 | 7.35 | 7.53 | -9.34 | 8.43 |
| 2022 | -12.50 | -22.32 | -1.82 | 1.24 |
| 2021 | 3.50 | 4.54 | 0.44 | 5.24 |
| 2020 | -18.85 | 38.02 | 11.64 | 28.44 |
| 2019 | 21.81 | 5.04 | -3.66 | 6.32 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.07 | 13.48 | -32.45 | 14.39 | 60.59 | 31.07 | -9.21 | 28.62 | 2.83 | 2.04 | 11.52 |
| % Total Return Rel to Index | -10.22 | -12.76 | -14.24 | -14.28 | 42.19 | -0.41 | -4.81 | 6.82 | -9.10 | 0.65 | -2.12 |
| % Total Return Rel to Peer | -5.59 | -9.51 | -12.75 | -7.66 | 40.67 | 2.65 | -2.34 | 7.94 | -4.98 | 3.64 | 3.31 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 3.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.16 | 1.26 | 0.36 | 1.11 | 0.31 | 0.00 | 0.16 | 1.59 |
| Expense Ratio | 0.00 | 1.05 | 1.04 | 1.04 | 1.05 | 1.05 | 1.05 | 1.05 | 1.05 | 1.06 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%