Principal Edge MidCap Fund (PEDGX)
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. It invests in real estate investment trust securities. The fund invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics.
Fund Info
US7425374268
742537426
Sep 28, 2015
$0
Mid-Cap
Blend
Expense Ratio
PEDGX has an expense ratio of 0.84%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Principal Edge MidCap Fund (PEDGX) returned -0.79% year-to-date (YTD) and 5.01% over the past 12 months.
PEDGX
-0.79%
5.25%
-7.69%
5.01%
5.88%
9.97%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PEDGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.14% | -0.84% | -4.69% | -3.06% | 4.99% | -0.79% | |||||||
| 2024 | -2.33% | 3.38% | 2.71% | -6.13% | 4.30% | -0.63% | 5.18% | 0.76% | 1.73% | -2.44% | 7.35% | -7.09% | 5.84% |
| 2023 | 7.84% | -3.29% | -0.99% | 0.27% | -2.43% | 7.39% | 3.96% | -2.65% | -4.76% | -4.73% | 9.19% | 8.62% | 18.15% |
| 2022 | -7.49% | -2.28% | 1.88% | -7.47% | 2.32% | -9.30% | 10.16% | -5.79% | -9.54% | 9.45% | 8.47% | -4.49% | -15.81% |
| 2021 | -3.15% | 3.88% | 4.48% | 6.75% | 1.04% | -0.49% | 1.91% | 0.38% | -4.70% | 4.99% | -1.60% | 6.39% | 20.90% |
| 2020 | -2.27% | -9.95% | -18.94% | 14.09% | 6.53% | 2.69% | 5.39% | 2.49% | -3.37% | 1.68% | 12.42% | 3.97% | 10.44% |
| 2019 | 11.02% | 2.86% | 1.02% | 4.36% | -6.89% | 7.03% | 2.80% | -1.97% | 4.30% | 1.33% | 2.17% | 3.03% | 34.48% |
| 2018 | 3.96% | -4.87% | 1.04% | 0.66% | 3.50% | 1.55% | 2.78% | 1.07% | -1.01% | -8.33% | 3.84% | -9.27% | -6.10% |
| 2017 | 1.66% | 2.85% | -0.63% | 1.99% | -1.09% | 1.11% | 0.23% | -1.72% | 4.29% | 0.08% | 3.73% | 0.88% | 14.01% |
| 2016 | -1.97% | 2.21% | 9.36% | 2.79% | 1.67% | 1.64% | 3.22% | 0.57% | -1.23% | -3.31% | 4.36% | 3.34% | 24.46% |
| 2015 | 1.30% | 4.54% | 0.47% | -4.41% | 1.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PEDGX is 19, meaning it’s performing worse than 81% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal Edge MidCap Fund (PEDGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal Edge MidCap Fund provided a 3.38% dividend yield over the last twelve months, with an annual payout of $0.43 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.43 | $0.22 | $1.62 | $4.76 | $0.82 | $0.68 | $0.82 | $0.14 | $0.54 | $0.04 |
Dividend yield | 3.38% | 3.35% | 1.78% | 15.09% | 32.40% | 5.07% | 4.38% | 6.87% | 1.03% | 4.47% | 0.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal Edge MidCap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.62 | $1.62 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.76 | $4.76 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.68 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.78 | $0.82 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2015 | $0.04 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Principal Edge MidCap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal Edge MidCap Fund was 41.16%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Principal Edge MidCap Fund drawdown is 8.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.16% | Feb 18, 2020 | 25 | Mar 23, 2020 | 161 | Nov 9, 2020 | 186 |
| -26% | Jan 5, 2022 | 186 | Sep 30, 2022 | 354 | Feb 29, 2024 | 540 |
| -21.06% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -20.51% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -12.02% | Oct 13, 2015 | 68 | Jan 20, 2016 | 32 | Mar 7, 2016 | 100 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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