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Principal Fds, Inc. Largecap Growth Fd I Cl R-3: (MF: PPUMX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$16.82 USD
+0.09 (0.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.96 | 26 |
| 3 months | 4.76 | 20 |
| 6 months | 15.96 | 26 |
| 1 Year | 27.64 | 21 |
| 3 Year | 4.15 | 65 |
| 5 Year | 13.94 | 32 |
| 10 Year | 12.39 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 86.95 |
| Bear Market (10/07 - 2/09) | -49.04 |
| Bull Market (2/09 - 3/21) | 865.88 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.64 |
| 5 Year | 13.93 |
| 10 Year | 12.39 |
| Since Inception | 7.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.68 | 4.76 | NA | NA |
| 2023 | 12.71 | 12.66 | -3.67 | 14.27 |
| 2022 | -13.96 | -21.63 | -5.70 | 3.26 |
| 2021 | 0.89 | 13.11 | -0.09 | 6.27 |
| 2020 | -13.76 | 27.60 | 11.48 | 10.28 |
| 2019 | 17.11 | 4.20 | 0.49 | 9.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.96 | 39.77 | -34.34 | 21.17 | 35.30 | 34.30 | 3.13 | 33.01 | 0.46 | -5.10 | 8.12 |
| % Total Return Rel to Index | 0.66 | 13.53 | -16.14 | -7.50 | 16.90 | 2.81 | 7.52 | 11.21 | -11.47 | -6.49 | -5.51 |
| % Total Return Rel to Peer | 5.29 | 16.78 | -14.64 | -0.88 | 15.38 | 5.88 | 9.99 | 12.33 | -7.35 | -3.50 | -0.07 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.04 | 1.52 | 2.52 | 1.43 | 1.29 | 2.10 | 0.99 | 0.53 | 0.00 | 1.27 |
| Expense Ratio | 0.00 | 1.16 | 1.16 | 1.15 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%