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NasdaqGM - Delayed Quote USD

Principal MidCap J (PMBJX)

38.29
-1.09
(-2.77%)
At close: 8:04:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.51%
5y Average Return 13.46%
Number of Years Up 19
Number of Years Down 4
Best 1Y Total Return (Apr 8, 2025) 42.73%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 42.73%
Worst 3Y Total Return 4.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMBJX
Category
YTD
-0.44%
10.80%
1-Month
-4.20%
4.43%
3-Month
-0.44%
7.00%
1-Year
7.58%
48.17%
3-Year
9.23%
21.26%
5-Year
17.48%
20.18%
10-Year
11.50%
14.07%
Last Bull Market
24.47%
27.14%
Last Bear Market
-16.94%
-21.26%

Annual Total Return (%) History

Year
PMBJX
Category
2025
--
--
2024
19.88%
--
2023
25.70%
--
2022
-23.24%
--
2021
25.17%
--
2020
18.15%
39.26%
2019
42.73%
32.52%
2018
-6.84%
-6.65%

2017
25.20%
23.91%
2016
10.12%
6.03%
2015
1.22%
-0.95%
2014
12.44%
7.00%
2013
33.23%
34.93%
2012
18.59%
14.07%
2011
7.60%
-3.96%
2010
23.02%
24.61%
2009
32.29%
39.11%
2008
-34.19%
-43.77%
2007
8.77%
15.09%
2006
13.35%
9.00%
2005
8.38%
9.84%
2004
16.74%
13.23%
2003
30.67%
35.96%
2002
-9.30%
-27.24%
2001
--
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.44% -- -- --
2024 10.95% -2.74% 10.88% 0.19%
2023 5.50% 9.63% -5.32% 14.80%
2022 -11.63% -16.94% -3.17% 8.00%
2021 3.48% 9.24% 0.66% 10.00%
2020 -23.90% 24.84% 8.14% 15.00%
2019 19.27% 9.21% 3.26% 6.12%
2018 -0.58% 3.48% 4.49% -13.33%
2017 7.47% 4.94% 5.83% 4.89%
2016 0.91% 3.20% 4.80% 0.90%

2015 6.38% -1.49% -7.64% 4.58%
2014 1.23% 4.85% -0.82% 6.81%
2013 12.07% 1.78% 8.07% 8.08%
2012 11.20% -2.85% 6.43% 3.14%
2011 9.11% 2.64% -14.95% 12.96%
2010 6.76% -4.96% 9.45% 10.78%
2009 -7.95% 17.67% 15.46% 5.78%
2008 -6.70% 5.42% -12.03% -23.95%
2007 3.14% 8.29% -0.20% -2.42%
2006 4.35% -1.73% 3.37% 6.93%
2005 -1.47% 2.12% 6.07% 1.55%
2004 4.79% 1.00% 0.16% 10.13%
2003 -1.97% 13.87% 3.63% 12.96%
2002 3.68% -6.33% -9.42% 3.10%
2001 7.28% -10.76% 9.23% --

Rank in Category (By Total Return)

YTD 2
1-Month 11
3-Month 2
1-Year 5
3-Year 4
5-Year 5

Load Adjusted Returns

1-Year 6.58%
3-Year 9.23%
5-Year 17.48%
10-Year 11.50%

Performance & Risk

YTD Return -10.51%
5y Average Return 13.46%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 29.31B
YTD Return -0.44%
Yield 0.06%
Morningstar Rating
Inception Date Jun 28, 2005

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. 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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