Nasdaq - Delayed Quote USD

Principal LargeCap Growth Fund I R-2 Class (PPUNX)

16.31 +0.39 (+2.45%)
At close: March 1 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 10.55%
5y Average Return 12.66%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 50.94%
Worst 1Y Total Return (Feb 4, 2019) -41.05%
Best 3Y Total Return 50.94%
Worst 3Y Total Return -12.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PPUNX
Category
YTD
2.84%
12.38%
1-Month
2.07%
5.09%
3-Month
5.74%
10.28%
1-Year
44.68%
41.70%
3-Year
21.91%
22.56%
5-Year
17.33%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
29.42%
25.99%
Last Bear Market
-17.66%
-17.29%

Annual Total Return (%) History

Year
PPUNX
Category
2020
35.19%
35.86%
2019
33.96%
31.90%
2018
2.94%
-2.09%
2017
32.76%
27.67%
2016
0.26%
3.23%
2015
7.38%
3.60%
2014
7.91%
10.00%
2013
35.65%
33.92%

2012
15.68%
15.34%
2011
-1.07%
-2.46%
2010
19.01%
15.53%
2009
50.94%
35.68%
2008
-41.05%
-40.67%
2007
7.61%
13.35%
2006
5.32%
7.05%
2005
6.91%
6.71%
2004
8.39%
7.81%
2003
23.22%
28.66%
2002
-28.41%
-27.64%
2001
-15.07%
-22.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -13.83% 27.65% 11.43% 10.29%
2019 17.02% 4.22% 0.47% 9.33%
2018 5.07% 6.31% 7.30% -14.12%
2017 9.65% 6.32% 5.86% 7.57%
2016 -3.54% -0.20% 5.47% -1.25%
2015 4.41% 0.60% -5.31% 7.96%
2014 0.09% 2.78% 0.25% 4.63%
2013 8.94% 2.53% 9.98% 10.42%
2012 17.93% -6.93% 6.44% -0.99%
2011 5.90% -0.11% -15.32% 10.43%

2010 4.96% -11.02% 14.01% 11.77%
2009 0.83% 19.59% 15.86% 8.04%
2008 -11.52% 2.22% -15.58% -22.79%
2007 0.00% 7.17% 4.58% -3.99%
2006 1.39% -5.12% 3.03% 6.26%
2005 -6.78% 6.57% 2.62% 4.86%
2004 0.56% 1.54% -4.55% 11.20%
2003 -1.91% 12.19% 2.05% 9.72%
2002 -3.60% -15.19% -17.00% 5.48%
2001 -18.23% 9.02% -15.48% 12.73%

Rank in Category (By Total Return)

YTD 61
1-Month 51
3-Month 65
1-Year 50
3-Year 36
5-Year 26

Load Adjusted Returns

1-Year 41.22%
3-Year 20.35%
5-Year 22.34%
10-Year 15.45%

Performance & Risk

YTD Return 10.55%
5y Average Return 12.66%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Principal Funds
Net Assets 12.27B
YTD Return 2.84%
Yield 0.00%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund is non-diversified.

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