NasdaqGM - Delayed Quote USD

Principal MidCap Growth J (PMGJX)

7.75
-0.03
(-0.39%)
At close: 8:09:21 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 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 60.89%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

Performance & Risk

YTD Return 0.52%
5y Average Return 9.68%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PMGJXCategory AveragePMGJXCategory AveragePMGJXCategory Average
Alpha -6.37 0.01 -6.34 0.01 -3.81 -0.02
BETA 1.17 0.01 1.14 0.01 1.15 0.01
Mean Annual Return 0.85 0.02 0.98 0.02 0.94 0.01
R-squared 77.17 0.82 72.28 0.79 75.9 0.8
Standard Deviation 22.05 0.23 21.8 0.19 20.48 0.17
Sharpe Ratio 0.25 0.01 0.41 0.01 0.45 0.01
Treynor Ratio 2.88 0.18 6.04 0.17 6.55 0.12

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