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Principal Fds, Inc. Midcap Fd Cl C: (MF: PMBCX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$32.89 USD
-0.33 (-0.99%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.39 | 61 |
| 3 months | -2.94 | 72 |
| 6 months | 7.39 | 61 |
| 1 Year | 16.17 | 56 |
| 3 Year | 3.87 | 67 |
| 5 Year | 10.00 | 62 |
| 10 Year | 10.71 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -45.81 |
| Bull Market (2/09 - 3/21) | 745.30 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.01 |
| 5 Year | 10.00 |
| 10 Year | 10.71 |
| Since Inception | 9.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.65 | -2.94 | NA | NA |
| 2023 | 5.27 | 9.34 | -5.53 | 14.51 |
| 2022 | -11.85 | -17.14 | -3.39 | 7.70 |
| 2021 | 3.25 | 8.98 | 0.43 | 9.78 |
| 2020 | -24.06 | 24.56 | 7.87 | 14.74 |
| 2019 | 18.99 | 8.98 | 3.00 | 5.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.39 | 24.51 | -24.00 | 24.07 | 17.07 | 41.49 | -7.63 | 24.08 | 9.13 | 0.40 | 11.50 |
| % Total Return Rel to Index | -7.90 | -1.73 | -5.79 | -4.60 | -1.32 | 10.00 | -3.24 | 2.28 | -2.80 | -0.98 | -2.14 |
| % Total Return Rel to Peer | -3.26 | 1.51 | -4.30 | 2.01 | -2.84 | 13.06 | -0.77 | 3.40 | 1.31 | 2.00 | 3.29 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 3.00 | 3.00 | 1.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.95 | 0.99 | 3.33 | 0.39 | 1.32 | 2.76 | 0.89 | 0.47 | 1.29 | 1.08 |
| Expense Ratio | 0.00 | 1.78 | 1.72 | 1.67 | 1.69 | 1.70 | 1.69 | 1.71 | 1.73 | 1.71 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%