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Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index Inst (MPSIX)

18.94
-0.81
(-4.10%)
At close: 8:01:40 PM EDT

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 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 33.13%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 6

Performance & Risk

YTD Return -17.68%
5y Average Return 12.23%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MPSIXCategory AverageMPSIXCategory AverageMPSIXCategory Average
Alpha -4.55 -0.06 -2.18 -0.05 -4.67 -0.04
BETA 1.11 0.01 1.07 0.01 1.12 0.01
Mean Annual Return 0.52 0.01 1.45 0.01 0.8 0.01
R-squared 82.04 0.88 80.92 0.85 84.07 0.84
Standard Deviation 21.08 0.23 19.99 0.19 18.74 0.17
Sharpe Ratio 0.08 0.01 0.73 0.01 0.41 0.01
Treynor Ratio -0.4 0.11 13 0.11 5.55 0.1

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