Nasdaq - Delayed Quote USD

Principal MidCap R4 (PMBSX)

40.82 +0.39 (+0.96%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.73%
5y Average Return 11.87%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (May 8, 2024) 42.49%
Worst 1Y Total Return (May 8, 2024) --
Best 3Y Total Return 42.49%
Worst 3Y Total Return 4.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PMBSX
Category
YTD
3.81%
10.80%
1-Month
-6.37%
4.43%
3-Month
2.69%
7.00%
1-Year
21.07%
48.17%
3-Year
4.24%
21.26%
5-Year
10.71%
20.18%
10-Year
11.80%
14.07%
Last Bull Market
31.58%
27.14%
Last Bear Market
-16.96%
-21.26%

Annual Total Return (%) History

Year
PMBSX
Category
2024
--
--
2023
25.53%
--
2022
-23.39%
--
2021
24.93%
--
2020
17.97%
39.26%
2019
42.49%
32.52%
2018
-6.93%
-6.65%
2017
24.95%
23.91%

2016
9.94%
6.03%
2015
1.11%
-0.95%
2014
12.37%
7.00%
2013
33.17%
34.93%
2012
18.74%
14.07%
2011
7.73%
-3.96%
2010
23.25%
24.61%
2009
32.60%
39.11%
2008
-34.01%
-43.77%
2007
9.00%
15.09%
2006
13.60%
9.00%
2005
8.81%
9.84%
2004
17.20%
13.23%
2003
33.02%
35.96%
2002
-8.75%
-27.24%
2001
-3.67%
-19.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.87% -- -- --
2023 5.48% 9.59% -5.36% 14.75%
2022 -11.68% -16.96% -3.21% 7.92%
2021 3.41% 9.19% 0.62% 9.96%
2020 -23.92% 24.76% 8.10% 14.97%
2019 19.19% 9.21% 3.17% 6.10%
2018 -0.59% 3.44% 4.43% -13.34%
2017 7.39% 4.94% 5.81% 4.79%
2016 0.86% 3.18% 4.74% 0.85%
2015 6.34% -1.50% -7.67% 4.55%

2014 1.22% 4.82% -0.83% 6.80%
2013 12.02% 1.82% 8.03% 8.08%
2012 11.21% -2.85% 6.48% 3.21%
2011 9.17% 2.66% -14.96% 13.04%
2010 6.82% -4.91% 9.56% 10.75%
2009 -7.85% 17.54% 15.67% 5.84%
2008 -6.67% 5.45% -12.02% -23.80%
2007 3.11% 8.37% -0.13% -2.34%
2006 4.45% -1.68% 3.41% 6.97%
2005 -1.36% 2.22% 6.21% 1.60%
2004 4.94% 1.14% 0.16% 10.25%
2003 -1.85% 14.10% 3.79% 14.44%
2002 3.95% -6.27% -9.23% 3.18%
2001 -7.68% 6.88% -10.76% 9.39%

Rank in Category (By Total Return)

YTD 34
1-Month 57
3-Month 58
1-Year 25
3-Year 5
5-Year 19

Load Adjusted Returns

1-Year 21.07%
3-Year 4.24%
5-Year 10.71%
10-Year 11.80%

Performance & Risk

YTD Return 7.73%
5y Average Return 11.87%
Rank in Category (ytd) 34
% 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 3.81%
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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