Nasdaq - Delayed Quote USD

Principal MidCap C (PMBCX)

32.95 -0.03 (-0.09%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.40%
5y Average Return 11.02%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (May 8, 2024) 41.49%
Worst 1Y Total Return (May 8, 2024) --
Best 3Y Total Return 41.49%
Worst 3Y Total Return 3.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMBCX
Category
YTD
3.55%
10.80%
1-Month
-6.42%
4.43%
3-Month
2.52%
7.00%
1-Year
20.09%
48.17%
3-Year
3.44%
21.26%
5-Year
9.88%
20.18%
10-Year
10.97%
14.07%
Last Bull Market
31.17%
27.14%
Last Bear Market
-17.14%
-21.26%

Annual Total Return (%) History

Year
PMBCX
Category
2024
--
--
2023
24.51%
--
2022
-24.00%
--
2021
24.08%
--
2020
17.08%
39.26%
2019
41.49%
32.52%
2018
-7.64%
-6.65%
2017
24.07%
23.91%

2016
9.12%
6.03%
2015
0.41%
-0.95%
2014
11.48%
7.00%
2013
32.13%
34.93%
2012
17.76%
14.07%
2011
6.80%
-3.96%
2010
22.18%
24.61%
2009
31.37%
39.11%
2008
-34.64%
-43.77%
2007
--
15.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.66% -- -- --
2023 5.27% 9.35% -5.54% 14.50%
2022 -11.85% -17.14% -3.40% 7.72%
2021 3.25% 8.98% 0.43% 9.79%
2020 -24.07% 24.57% 7.87% 14.75%
2019 19.00% 8.98% 3.01% 5.92%
2018 -0.82% 3.27% 4.28% -13.53%
2017 7.22% 4.72% 5.60% 4.65%
2016 0.68% 2.97% 4.55% 0.68%
2015 6.21% -1.72% -7.83% 4.37%

2014 1.04% 4.64% -1.03% 6.54%
2013 11.84% 1.62% 7.76% 7.88%
2012 11.02% -3.07% 6.20% 3.05%
2011 8.94% 2.43% -15.12% 12.76%
2010 6.64% -5.12% 9.25% 10.53%
2009 -8.10% 17.51% 15.23% 5.57%
2008 -6.80% 5.18% -12.24% -24.03%
2007 8.19% -0.38% -2.64% --

Rank in Category (By Total Return)

YTD 38
1-Month 59
3-Month 60
1-Year 31
3-Year 6
5-Year 24

Load Adjusted Returns

1-Year 19.09%
3-Year 3.44%
5-Year 9.88%
10-Year 10.97%

Performance & Risk

YTD Return 7.40%
5y Average Return 11.02%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 23.04B
YTD Return 3.55%
Yield 0.00%
Morningstar Rating
Inception Date Jan 16, 2007

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 at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

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