Nasdaq - Delayed Quote USD

Principal MidCap Growth Fund R-2 Class (PGPPX)

11.71 +0.36 (+3.17%)
At close: March 1 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 4
YTD Return 14.14%
5y Average Return 8.68%
Number of Years Up 15
Number of Years Down 5
Best 1Y Total Return (Feb 4, 2019) 60.08%
Worst 1Y Total Return (Feb 4, 2019) -41.86%
Best 3Y Total Return 60.08%
Worst 3Y Total Return -8.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGPPX
Category
YTD
10.68%
10.80%
1-Month
4.65%
4.43%
3-Month
18.07%
7.00%
1-Year
85.20%
48.17%
3-Year
27.25%
21.26%
5-Year
17.28%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
22.69%
27.14%
Last Bear Market
-22.45%
-21.26%

Annual Total Return (%) History

Year
PGPPX
Category
2020
60.08%
39.26%
2019
30.46%
32.52%
2018
-9.61%
-6.65%
2017
28.27%
23.91%
2016
2.43%
6.03%
2015
1.49%
-0.95%
2014
11.18%
7.00%
2013
34.53%
34.93%

2012
12.80%
14.07%
2011
-7.29%
-3.96%
2010
28.71%
24.61%
2009
25.73%
39.11%
2008
-41.86%
-43.77%
2007
28.86%
15.09%
2006
1.33%
9.00%
2005
12.62%
9.84%
2004
9.65%
13.23%
2003
31.65%
35.96%
2002
-40.85%
-27.24%
2001
-25.40%
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -18.81% 37.83% 11.49% 28.31%
2019 21.72% 4.98% -3.82% 6.16%
2018 2.05% 4.39% 9.74% -22.68%
2017 9.16% 3.91% 6.13% 6.55%
2016 -4.21% 4.56% 4.20% -1.86%
2015 8.80% 0.59% -8.04% 0.84%
2014 3.81% 4.90% -1.95% 4.12%
2013 10.33% 0.27% 12.86% 7.76%
2012 13.99% -3.49% 3.32% -0.77%
2011 9.10% -2.12% -19.57% 7.93%

2010 5.28% -8.46% 13.70% 17.47%
2009 -3.32% 5.58% 15.24% 6.88%
2008 -10.98% 5.83% -17.16% -25.50%
2007 3.06% 9.60% 8.12% 5.52%
2006 8.41% -7.48% -2.79% 3.93%
2005 -2.66% 4.27% 6.55% 4.15%
2004 2.37% 2.49% -6.42% 11.69%
2003 -2.16% 16.91% 5.45% 9.15%
2002 -9.22% -28.44% -14.41% 6.38%
2001 -26.88% 18.81% -36.54% 35.32%

Rank in Category (By Total Return)

YTD 19
1-Month 35
3-Month 21
1-Year 10
3-Year 19
5-Year 20

Load Adjusted Returns

1-Year 79.51%
3-Year 25.61%
5-Year 24.13%
10-Year 14.92%

Performance & Risk

YTD Return 14.14%
5y Average Return 8.68%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 285.69M
YTD Return 10.68%
Yield 0.00%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap ® Growth Index.

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