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Nasdaq - Delayed Quote USD
Principal MidCap S&P 400 Index R1 (PMSSX)
26.32
+0.43
+(1.66%)
At close: November 22 at 8:00:57 PM EST
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 | 35.96% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 20.51% |
| 5y Average Return | 11.55% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PMSSX | Category Average | PMSSX | Category Average | PMSSX | Category Average | |
| Alpha | -4.53 | -0.06 | -5.18 | -0.05 | -4.49 | -0.04 |
| BETA | 1.06 | 0.01 | 1.11 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 1.02 | 0.01 | 0.84 | 0.01 |
| R-squared | 80.56 | 0.88 | 83.4 | 0.85 | 83.57 | 0.84 |
| Standard Deviation | 20.24 | 0.23 | 21.89 | 0.19 | 18.24 | 0.17 |
| Sharpe Ratio | 0.1 | 0.01 | 0.44 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 0.1 | 0.11 | 6.96 | 0.11 | 6.33 | 0.1 |
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