Principal Edge MidCap Fund Class Institutional
PEDGX
NASDAQ
| Weiss Ratings | PEDGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PEDGX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Daniel R. Coleman (9), Theodore Jayne (9), Lauren Choi (4) | |||
| Website | -- | |||
| Fund Information | PEDGX-NASDAQ | Click to Compare |
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| Fund Name | Principal Edge MidCap Fund Class Institutional | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 28, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PEDGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.96% | |||
| Dividend | PEDGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | PEDGX-NASDAQ | Click to Compare |
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| Cash | 1.12% | |||
| Stock | 98.87% | |||
| U.S. Stock | 96.39% | |||
| Non-U.S. Stock | 2.48% | |||
| Bond | 0.02% | |||
| U.S. Bond | 0.02% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PEDGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -4.14% | |||
| 30-Day Total Return | 6.20% | |||
| 60-Day Total Return | -0.79% | |||
| 90-Day Total Return | -3.84% | |||
| Year to Date Total Return | -1.80% | |||
| 1-Year Total Return | 1.87% | |||
| 2-Year Total Return | 21.53% | |||
| 3-Year Total Return | 23.65% | |||
| 5-Year Total Return | 66.82% | |||
| Price | PEDGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PEDGX-NASDAQ | Click to Compare |
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| Nav | $12.50 | |||
| 1-Month Low NAV | $11.90 | |||
| 1-Month High NAV | $13.04 | |||
| 52-Week Low NAV | $10.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.27 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | PEDGX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 19.53 | |||
| Balance Sheet | PEDGX-NASDAQ | Click to Compare |
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| Total Assets | 56.49M | |||
| Operating Ratios | PEDGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.77% | |||
| Turnover Ratio | 16.60% | |||
| Performance | PEDGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.02% | |||
| Last Bear Market Total Return | -14.12% | |||