Nasdaq - Delayed Quote USD

Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)

10.60 0.00 (0.00%)
At close: September 5 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.75%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Aug 25, 2023) 83.28%
Worst 1Y Total Return (Aug 25, 2023) --
Best 3Y Total Return 83.28%
Worst 3Y Total Return 12.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PSMHX
Category
YTD
6.75%
10.80%
1-Month
-7.02%
4.43%
3-Month
3.21%
7.00%
1-Year
-8.30%
48.17%
3-Year
3.34%
21.26%
5-Year
0.00%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
38.59%
27.14%
Last Bear Market
-21.34%
-21.26%

Annual Total Return (%) History

Year
PSMHX
Category
2023
--
--
2022
-30.46%
--
2021
10.70%
--
2020
83.28%
39.26%
2019
--
32.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 6.55% 7.47% -- --
2022 -12.39% -21.34% 2.03% -1.10%
2021 4.30% 2.88% -1.48% 4.71%
2020 -15.64% 41.98% 15.62% 32.34%
2019 -7.28% 9.11% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 90
3-Month 41
1-Year 81
3-Year 30
5-Year --

Load Adjusted Returns

1-Year 5.38%
3-Year 8.44%
5-Year --
10-Year --

Performance & Risk

YTD Return 6.75%
5y Average Return 0.00%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 9.17M
YTD Return 6.75%
Yield 0.00%
Morningstar Rating
Inception Date Jun 12, 2019

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 small-to-medium market capitalizations at the time of purchase. For this fund, companies with small-to-medium market capitalizations are those with market capitalizations within the range of companies in the Russell 2500 Growth Index.

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