Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index Fund R-2 Class (PMFNX)

24.55 +0.65 (+2.72%)
As of March 1 at 8:00 PM EST. Market Open.

Performance Overview

Morningstar Return Rating 3
YTD Return 11.71%
5y Average Return 8.41%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (Feb 4, 2019) 35.97%
Worst 1Y Total Return (Feb 4, 2019) -36.85%
Best 3Y Total Return 35.97%
Worst 3Y Total Return -9.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMFNX
Category
YTD
11.14%
17.04%
1-Month
7.39%
-0.01%
3-Month
16.86%
5.47%
1-Year
42.35%
50.44%
3-Year
12.19%
13.15%
5-Year
10.04%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
27.25%
25.95%
Last Bear Market
-22.82%
-22.55%

Annual Total Return (%) History

Year
PMFNX
Category
2020
12.72%
12.39%
2019
25.15%
26.21%
2018
-11.94%
-11.15%
2017
15.18%
15.93%
2016
19.53%
14.14%
2015
-3.04%
-4.75%
2014
8.70%
7.80%
2013
32.22%
34.10%

2012
16.86%
16.15%
2011
-2.67%
-3.81%
2010
25.47%
22.52%
2009
35.97%
37.39%
2008
-36.85%
-39.18%
2007
7.16%
4.85%
2006
9.36%
14.03%
2005
11.37%
9.25%
2004
15.32%
16.30%
2003
34.19%
36.28%
2002
-15.84%
-16.55%
2001
-1.53%
-3.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -29.85% 23.87% 4.53% 24.10%
2019 14.29% 2.80% -0.24% 6.78%
2018 -1.05% 4.06% 3.61% -17.46%
2017 3.66% 1.76% 2.95% 6.06%
2016 3.52% 3.73% 3.91% 7.13%
2015 5.11% -1.30% -8.68% 2.35%
2014 2.77% 4.07% -4.21% 6.09%
2013 13.16% 0.77% 7.26% 8.10%
2012 13.24% -5.12% 5.18% 3.40%
2011 9.05% -0.90% -20.06% 12.67%

2010 8.88% -9.83% 12.85% 13.25%
2009 -8.82% 18.32% 19.74% 5.26%
2008 -9.05% 5.17% -10.98% -25.83%
2007 5.59% 5.62% -1.11% -2.83%
2006 7.42% -3.39% -1.26% 6.72%
2005 -0.70% 3.99% 4.67% 3.04%
2004 4.79% 0.66% -2.31% 11.91%
2003 -4.73% 17.33% 6.40% 12.83%
2002 6.02% -9.52% -16.80% 5.46%
2001 -10.90% 12.77% -16.60% 17.52%

Rank in Category (By Total Return)

YTD 32
1-Month 32
3-Month 30
1-Year 33
3-Year 50
5-Year 48

Load Adjusted Returns

1-Year 38.58%
3-Year 11.05%
5-Year 14.15%
10-Year 10.66%

Performance & Risk

YTD Return 11.71%
5y Average Return 8.41%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Principal Funds
Net Assets 1.28B
YTD Return 11.14%
Yield 0.30%
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 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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