Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index R1 (PMSSX)

22.69 -0.11 (-0.48%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.89%
5y Average Return 8.73%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 35.96%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 35.96%
Worst 3Y Total Return 6.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMSSX
Category
YTD
9.66%
17.04%
1-Month
5.51%
-0.01%
3-Month
9.66%
5.47%
1-Year
22.09%
50.44%
3-Year
5.89%
13.15%
5-Year
10.59%
13.75%
10-Year
8.85%
11.35%
Last Bull Market
45.10%
25.95%
Last Bear Market
-15.64%
-22.55%

Annual Total Return (%) History

Year
PMSSX
Category
2024
--
--
2023
15.32%
--
2022
-13.93%
--
2021
23.36%
--
2020
12.56%
12.39%
2019
24.97%
26.21%
2018
-12.03%
-11.15%
2017
15.00%
15.93%

2016
19.43%
14.14%
2015
-3.19%
-4.75%
2014
8.61%
7.80%
2013
32.00%
34.10%
2012
16.67%
16.15%
2011
-2.77%
-3.81%
2010
25.22%
22.52%
2009
35.96%
37.39%
2008
-36.97%
-39.18%
2007
6.99%
4.85%
2006
9.18%
14.03%
2005
11.29%
9.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.66% -- -- --
2023 3.59% 4.60% -4.45% 11.38%
2022 -5.08% -15.64% -2.68% 10.45%
2021 13.10% 3.38% -2.02% 7.68%
2020 -29.90% 23.92% 4.47% 24.04%
2019 14.19% 2.80% -0.30% 6.78%
2018 -1.08% 4.04% 3.59% -17.49%
2017 3.61% 1.72% 2.94% 6.00%
2016 3.51% 3.67% 3.86% 7.16%
2015 5.04% -1.29% -8.76% 2.34%

2014 2.79% 4.07% -4.26% 6.06%
2013 13.16% 0.72% 7.24% 8.00%
2012 13.26% -5.21% 5.14% 3.36%
2011 9.06% -0.98% -20.03% 12.58%
2010 8.75% -9.83% 12.79% 13.22%
2009 -8.72% 18.19% 19.71% 5.27%
2008 -9.03% 5.16% -11.05% -25.92%
2007 5.52% 5.56% -1.07% -2.91%
2006 7.36% -3.43% -1.28% 6.67%
2005 -0.63% 3.95% 4.56% 3.03%

Rank in Category (By Total Return)

YTD 40
1-Month 21
3-Month 40
1-Year 55
3-Year 65
5-Year 62

Load Adjusted Returns

1-Year 22.09%
3-Year 5.89%
5-Year 10.59%
10-Year 8.85%

Performance & Risk

YTD Return 3.89%
5y Average Return 8.73%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Principal Funds
Net Assets 1.54B
YTD Return 9.66%
Yield 0.52%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

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