Nasdaq - Delayed Quote USD

Principal MidCap R3 (PMBMX)

36.42 -0.18 (-0.49%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.09%
5y Average Return 10.81%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 42.24%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 42.24%
Worst 3Y Total Return 3.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMBMX
Category
YTD
10.84%
10.80%
1-Month
3.79%
4.43%
3-Month
10.84%
7.00%
1-Year
31.70%
48.17%
3-Year
8.61%
21.26%
5-Year
13.23%
20.18%
10-Year
12.17%
14.07%
Last Bull Market
38.46%
27.14%
Last Bear Market
-17.00%
-21.26%

Annual Total Return (%) History

Year
PMBMX
Category
2024
--
--
2023
25.30%
--
2022
-23.55%
--
2021
24.73%
--
2020
17.70%
39.26%
2019
42.24%
32.52%
2018
-7.10%
-6.65%
2017
24.73%
23.91%

2016
9.70%
6.03%
2015
0.96%
-0.95%
2014
12.17%
7.00%
2013
32.97%
34.93%
2012
18.46%
14.07%
2011
7.43%
-3.96%
2010
23.05%
24.61%
2009
32.35%
39.11%
2008
-34.12%
-43.77%
2007
8.82%
15.09%
2006
13.52%
9.00%
2005
8.58%
9.84%
2004
17.21%
13.23%
2003
31.21%
35.96%
2002
-8.91%
-27.24%
2001
-3.76%
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.84% -- -- --
2023 5.46% 9.50% -5.38% 14.69%
2022 -11.73% -17.00% -3.24% 7.86%
2021 3.37% 9.16% 0.57% 9.92%
2020 -23.96% 24.70% 8.05% 14.88%
2019 19.15% 9.14% 3.14% 6.05%
2018 -0.65% 3.42% 4.38% -13.38%
2017 7.37% 4.89% 5.72% 4.76%
2016 0.79% 3.14% 4.71% 0.78%
2015 6.33% -1.59% -7.71% 4.54%

2014 1.20% 4.79% -0.90% 6.73%
2013 12.04% 1.74% 8.00% 8.01%
2012 11.22% -2.91% 6.35% 3.16%
2011 9.05% 2.65% -15.01% 12.93%
2010 6.78% -5.01% 9.50% 10.80%
2009 -7.88% 17.50% 15.54% 5.83%
2008 -6.63% 5.38% -12.07% -23.86%
2007 3.15% 8.34% -0.19% -2.44%
2006 4.43% -1.77% 3.46% 6.96%
2005 -1.37% 2.09% 6.14% 1.60%
2004 4.83% 1.23% 0.24% 10.18%
2003 -1.96% 14.10% 3.70% 13.12%
2002 3.75% -6.18% -9.33% 3.21%
2001 -7.77% 6.89% -10.77% 9.41%

Rank in Category (By Total Return)

YTD 31
1-Month 14
3-Month 31
1-Year 8
3-Year 4
5-Year 16

Load Adjusted Returns

1-Year 31.70%
3-Year 8.61%
5-Year 13.23%
10-Year 12.17%

Performance & Risk

YTD Return 3.09%
5y Average Return 10.81%
Rank in Category (ytd) 31
% 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 10.84%
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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