Nasdaq - Delayed Quote USD

Principal MidCap Growth J (PMGJX)

7.44
-0.04
(-0.53%)
At close: 8:04:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.36%
5y Average Return 9.99%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 60.89%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 60.89%
Worst 3Y Total Return -4.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMGJX
Category
YTD
-9.56%
10.80%
1-Month
2.94%
4.43%
3-Month
-14.74%
7.00%
1-Year
8.53%
48.17%
3-Year
3.25%
21.26%
5-Year
10.66%
20.18%
10-Year
9.14%
14.07%
Last Bull Market
28.06%
27.14%
Last Bear Market
-22.33%
-21.26%

Annual Total Return (%) History

Year
PMGJX
Category
2025
--
--
2024
22.27%
--
2023
13.64%
--
2022
-32.40%
--
2021
14.65%
--
2020
60.89%
39.26%
2019
31.09%
32.52%
2018
-9.20%
-6.65%

2017
28.84%
23.91%
2016
2.89%
6.03%
2015
1.85%
-0.95%
2014
11.31%
7.00%
2013
34.80%
34.93%
2012
13.08%
14.07%
2011
-7.09%
-3.96%
2010
28.70%
24.61%
2009
25.66%
39.11%
2008
-41.83%
-43.77%
2007
28.79%
15.09%
2006
1.41%
9.00%
2005
12.32%
9.84%
2004
9.44%
13.23%
2003
31.06%
35.96%
2002
-41.07%
-27.24%
2001
--
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.14% -- -- --
2024 9.48% -4.04% 5.71% 10.10%
2023 7.36% 7.53% -9.33% 8.58%
2022 -12.50% -22.33% -1.79% 1.27%
2021 3.60% 4.53% 0.50% 5.33%
2020 -18.70% 37.83% 11.86% 28.35%
2019 21.88% 5.20% -3.74% 6.22%
2018 2.30% 4.35% 9.95% -22.63%
2017 9.38% 4.05% 6.22% 6.58%
2016 -4.00% 4.55% 4.35% -1.75%

2015 8.99% 0.83% -8.18% 0.94%
2014 3.88% 5.07% -1.99% 4.05%
2013 10.32% 0.44% 12.95% 7.70%
2012 14.19% -3.59% 3.57% -0.82%
2011 9.30% -2.13% -19.57% 7.98%
2010 5.28% -8.36% 13.69% 17.34%
2009 -3.32% 5.49% 15.40% 6.77%
2008 -10.94% 5.92% -17.33% -25.41%
2007 2.94% 9.76% 8.07% 5.48%
2006 8.46% -7.51% -2.81% 4.02%
2005 -2.64% 4.16% 6.60% 3.91%
2004 2.31% 2.45% -6.43% 11.59%
2003 -2.27% 16.80% 5.31% 9.03%
2002 -9.23% -28.52% -14.45% 6.17%
2001 20.65% -36.65% 35.48% --

Rank in Category (By Total Return)

YTD 78
1-Month 23
3-Month 81
1-Year 26
3-Year 78
5-Year 35

Load Adjusted Returns

1-Year 7.53%
3-Year 3.25%
5-Year 10.66%
10-Year 9.14%

Performance & Risk

YTD Return -3.36%
5y Average Return 9.99%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 169.92M
YTD Return -9.56%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2001

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 ® Growth Index.

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