3 / 5 Stars
3 4 3 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#73 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.76 percent over the past year, 13.01 percent over the past three years, 22.04 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term growth of capital. The fund normally 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. It invests in index futures and options and exchange-traded funds ("ETFs") on a daily basis to gain exposure to the index in an effort to minimize tracking error relative to the benchmark.
Fees are Below Average compared to funds in the same category.
Principal MidCap S&P 400 Index Fund has an expense ratio of 0.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.