Mutual Funds - Profile

Principal EDGE MidCap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process is designed to identify companies with above-average growth profile and trading at reasonable valuations.

The investment strategy is designed to invest in high-quality companies with a proven track record of earnings growth but stocks are lagging their long term growth outlooks.

The fund favors high quality companies and prefers to invest in high conviction stocks. 

Price

  • Last Close
  • $13.89
    +0.3
  • 52 Week HL
  • $16.65 - $11.79
  • Net Assets
  • $558.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Daniel R. Coleman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-7.1 % YTD

  • 3 Year
  • -11.87%
  • 5 Year
  • 20.35%
  • Best
  • 28.71%
    2019
  • Worst
  • -9.75%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
PEDGX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.8% 5.1% -28.7% 14.9% -0.1% 3.9% 9.6% - - - -
Q2 - 7.3% 23.2% 2.7% 8.2% 2% 6.2% -100% - - -
Q3 - 3.3% 4.8% 4.4% 2.8% 2.7% 2.5% -100% - - -
Q4 - -18.4% 13.1% 2.5% -13.3% 4.2% 4.3% 0.2% - - -

Returns +
M

J F M A M J J A S O N D
2022 -7.1% - - - - - - - - - - -
2021 -3.2% 3.9% 4.5% 6.8% 1% -0.5% 1.9% 0.4% 1% -0.9% -1.6% -20.6%

Annual
Return

Index Comparison

Alpha

NAV