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Principal Funds, Inc.- Largecap Growth Fund I: (MF: PLCGX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$21.23 USD
+0.13 (0.62%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.18 | 30 |
| 3 months | 7.79 | 11 |
| 6 months | 8.65 | 51 |
| 1 Year | 27.63 | 23 |
| 3 Year | 3.27 | 72 |
| 5 Year | 14.63 | 32 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 28.35 |
| 5 Year | 14.58 |
| 10 Year | NA |
| Since Inception | 14.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.90 | 4.86 | NA | NA |
| 2023 | 12.85 | 12.87 | -3.52 | 14.40 |
| 2022 | -13.81 | -21.55 | -5.58 | 3.40 |
| 2021 | 1.02 | 13.28 | 0.00 | 6.44 |
| 2020 | -13.69 | 27.85 | 11.68 | 10.43 |
| 2019 | 17.17 | 4.37 | 0.63 | 9.69 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.18 | 40.58 | -33.99 | 21.82 | 36.07 | 35.01 | 3.79 | 33.73 | 0.98 | 8.10 |
| % Total Return Rel to Index | -1.36 | 14.34 | -15.78 | -6.85 | 17.67 | 3.52 | 8.18 | 11.93 | -10.95 | 6.71 |
| % Total Return Rel to Peer | 3.33 | 17.59 | -14.29 | -0.23 | 16.16 | 6.59 | 10.65 | 13.05 | -6.83 | 9.70 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.03 | 0.02 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.09 | 0.19 | 0.17 | 0.07 | 0.06 |
| Capital Gains ($) | 0.00 | 1.04 | 1.51 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.52 | 1.48 |
| Expense Ratio | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.59 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%