**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Calendar Year Total Returns
2018
2017
2016
2015
2014
Excluding Sales Charge %
-6.93
24.93
9.93
1.13
12.33
Including Sales Charge %
-12.06
18.04
3.86
-4.44
6.14
Russell Midcap Index %
-9.06
18.52
13.80
-2.44
13.22
Mid Cap Growth Category % +
-6.65
23.91
6.03
-0.95
7.00
Morningstar Percentile Rankings**,+
58
41
24
32
10
Morningstar Equity Stylebox
# of Funds in Category+
605
617
644
733
749
+ Data displayed is the most current information available.
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Expenses
as of 11/30/2019
Total Investment Expense - Gross:
0.96%
Total Investment Expense - Net:
0.96%
Maximum Up-front Sales Charge:
5.50%
Contingent Deferred Sales Charge:
1.00%
12b-1 Fee:
0.25%
Distribution History
What's this?
$ Per Share
Income dividends are paid annual.
Daily Unit Value/Share Price Chart
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The full name of this investment option is Principal MidCap Fund (A).
Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.
Principal Funds are distributed by Principal Funds Distributor, Inc.
Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency
Russell Midcap Index includes firms 201 through 1000, based on market capitalization, from the Russell 3000 Index.
Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies.
These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class.
Small-cap and mid-cap stocks may have additional risks, including greater price volatility.
Formerly known as MidCap Blend Fund.
Effective June 14, 2013, the Principal MidCap Fund closed to certain new investors. Please see the prospectus for more complete information