Nasdaq - Delayed Quote USD
Principal MidCap S&P 400 Index J (PMFJX)
19.25
+0.09
+(0.47%)
At close: 8:09:22 AM 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 | 32.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -8.37% |
| 5y Average Return | 12.90% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PMFJX | Category Average | PMFJX | Category Average | PMFJX | Category Average | |
| Alpha | -4.7 | -0.06 | -2.35 | -0.05 | -4.87 | -0.04 |
| BETA | 1.11 | 0.01 | 1.07 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 1.44 | 0.01 | 0.79 | 0.01 |
| R-squared | 82.07 | 0.88 | 80.95 | 0.85 | 84.1 | 0.84 |
| Standard Deviation | 21.1 | 0.23 | 20 | 0.19 | 18.73 | 0.17 |
| Sharpe Ratio | 0.07 | 0.01 | 0.72 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -0.54 | 0.11 | 12.82 | 0.11 | 5.37 | 0.1 |
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