Back to top
Principal Fds, Inc.largecap Growth Fd I, Cl R-4: (MF: PPUSX)
(NASDAQ Mutual Funds) As of Jul 29, 2024 08:00 PM ET
$16.88 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.07 | 25 |
| 3 months | 4.77 | 20 |
| 6 months | 16.07 | 25 |
| 1 Year | 27.90 | 21 |
| 3 Year | 4.34 | 63 |
| 5 Year | 14.15 | 30 |
| 10 Year | 12.62 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 77.68 |
| Bear Market (10/07 - 2/09) | -48.92 |
| Bull Market (2/09 - 3/21) | 893.58 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.90 |
| 5 Year | 14.14 |
| 10 Year | 12.62 |
| Since Inception | 7.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.78 | 4.77 | NA | NA |
| 2023 | 12.79 | 12.74 | -3.58 | 14.28 |
| 2022 | -13.87 | -21.60 | -5.64 | 3.22 |
| 2021 | 0.97 | 13.14 | -0.09 | 6.31 |
| 2020 | -13.74 | 27.75 | 11.48 | 10.34 |
| 2019 | 17.16 | 4.25 | 0.55 | 9.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.07 | 40.12 | -34.24 | 21.34 | 35.55 | 34.57 | 3.37 | 33.20 | 0.72 | -4.81 | 8.24 |
| % Total Return Rel to Index | 0.77 | 13.87 | -16.04 | -7.33 | 17.15 | 3.08 | 7.77 | 11.40 | -11.21 | -6.20 | -5.40 |
| % Total Return Rel to Peer | 5.41 | 17.12 | -14.54 | -0.71 | 15.63 | 6.14 | 10.24 | 12.52 | -7.09 | -3.21 | 0.03 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.97 | 0.97 | 0.96 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%