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Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index R4 (PMFSX)

27.60
+0.45
+(1.66%)
At close: November 22 at 8:00:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 19.13%
5y Average Return 11.81%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Nov 21, 2024) 36.51%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 36.51%
Worst 3Y Total Return 6.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMFSX
Category
YTD
12.20%
17.04%
1-Month
-0.78%
-0.01%
3-Month
0.20%
5.47%
1-Year
32.22%
50.44%
3-Year
4.63%
13.15%
5-Year
10.77%
13.75%
10-Year
9.26%
11.35%
Last Bull Market
29.42%
25.95%
Last Bear Market
-15.50%
-22.55%

Annual Total Return (%) History

Year
PMFSX
Category
2024
--
--
2023
15.87%
--
2022
-13.53%
--
2021
24.00%
--
2020
13.17%
12.39%
2019
25.60%
26.21%
2018
-11.61%
-11.15%
2017
15.60%
15.93%

2016
19.97%
14.14%
2015
-2.72%
-4.75%
2014
9.16%
7.80%
2013
32.70%
34.10%
2012
17.18%
16.15%
2011
-2.25%
-3.81%
2010
25.93%
22.52%
2009
36.51%
37.39%
2008
-36.64%
-39.18%
2007
7.51%
4.85%
2006
9.82%
14.03%
2005
11.81%
9.25%
2004
15.71%
16.30%
2003
34.56%
36.28%
2002
-15.53%
-16.55%
2001
-1.17%
-3.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.83% -3.60% 6.80% --
2023 3.69% 4.75% -4.35% 11.53%
2022 -5.01% -15.50% -2.58% 10.58%
2021 13.25% 3.50% -1.90% 7.85%
2020 -29.76% 23.97% 4.65% 24.19%
2019 14.38% 2.91% -0.15% 6.86%
2018 -0.91% 4.11% 3.75% -17.40%
2017 3.76% 1.86% 3.04% 6.15%
2016 3.65% 3.79% 4.02% 7.21%
2015 5.17% -1.21% -8.64% 2.47%

2014 2.88% 4.18% -4.11% 6.21%
2013 13.25% 0.89% 7.38% 8.16%
2012 13.32% -5.05% 5.31% 3.41%
2011 9.19% -0.83% -19.95% 12.78%
2010 8.96% -9.66% 12.90% 13.32%
2009 -8.71% 18.43% 19.80% 5.39%
2008 -8.95% 5.30% -10.92% -25.80%
2007 5.64% 5.73% -0.99% -2.79%
2006 7.55% -3.31% -1.19% 6.87%
2005 -0.54% 4.05% 4.72% 3.18%
2004 4.88% 0.83% -2.31% 12.01%
2003 -4.73% 17.45% 6.50% 12.91%
2002 6.02% -9.43% -16.68% 5.59%
2001 -10.81% 12.75% -16.49% 17.68%

Rank in Category (By Total Return)

YTD 61
1-Month 45
3-Month 76
1-Year 55
3-Year 50
5-Year 52

Load Adjusted Returns

1-Year 32.22%
3-Year 4.63%
5-Year 10.77%
10-Year 9.26%

Performance & Risk

YTD Return 19.13%
5y Average Return 11.81%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Principal Funds
Net Assets 1.38B
YTD Return 12.20%
Yield 0.85%
Morningstar Rating
Inception Date Dec 06, 2000

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.

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