Nasdaq - Delayed Quote • USD
Principal MidCap Fund (PEMGX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.53% |
| 5y Average Return | 11.34% |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2024) | 42.48% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 42.48% |
| Worst 3Y Total Return | 4.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PEMGX
Category
- YTD
- 10.89%
- 10.80%
- 1-Month
- 3.80%
- 4.43%
- 3-Month
- 10.89%
- 7.00%
- 1-Year
- 31.97%
- 48.17%
- 3-Year
- 8.84%
- 21.26%
- 5-Year
- 13.46%
- 20.18%
- 10-Year
- 12.38%
- 14.07%
- Last Bull Market
- 38.74%
- 27.14%
- Last Bear Market
- -16.98%
- -21.26%
Annual Total Return (%) History
Year
PEMGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.89% | -- | -- | -- |
| 2023 | 5.50% | 9.57% | -5.36% | 14.76% |
| 2022 | -11.66% | -16.98% | -3.21% | 7.95% |
| 2021 | 3.42% | 9.20% | 0.63% | 9.96% |
| 2020 | -23.89% | 24.72% | 8.09% | 14.98% |
| 2019 | 19.18% | 9.18% | 3.20% | 6.10% |
| 2018 | -0.64% | 3.46% | 4.47% | -13.34% |
| 2017 | 7.42% | 4.88% | 5.78% | 4.83% |
| 2016 | 0.83% | 3.18% | 4.77% | 0.85% |
| 2015 | 6.38% | -1.52% | -7.68% | 4.56% |
| 2014 | 1.24% | 4.79% | -0.84% | 6.79% |
| 2013 | 12.11% | 1.72% | 8.02% | 8.08% |
| 2012 | 11.19% | -2.89% | 6.43% | 3.17% |
| 2011 | 9.05% | 2.70% | -15.02% | 13.09% |
| 2010 | 6.73% | -4.90% | 9.42% | 10.85% |
| 2009 | -7.84% | 17.51% | 15.55% | 5.88% |
| 2008 | -6.59% | 5.43% | -12.07% | -23.89% |
| 2007 | 3.15% | 8.39% | -0.13% | -2.36% |
| 2006 | 4.42% | -1.69% | 3.52% | 6.98% |
| 2005 | 6.19% | 1.64% | -- | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 14 |
| 3-Month | 30 |
| 1-Year | 8 |
| 3-Year | 4 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 24.71% |
| 3-Year | 6.80% |
| 5-Year | 12.18% |
| 10-Year | 11.75% |
Performance & Risk
| YTD Return | 5.53% |
| 5y Average Return | 11.34% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Principal Funds |
| Net Assets | 24.43B |
| YTD Return | 10.89% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2007 |
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 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® Index. The fund also invests in foreign securities.
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