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 features an expense ratio of 0.84%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal Edge MidCap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Principal Edge MidCap Fund had a return of 4.63% year-to-date (YTD) and 9.12% in the last 12 months.
PEDGX
4.63%
1.99%
2.62%
9.12%
-1.60%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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% | 4.63% | |||||||||||
| 2024 | -2.33% | 3.38% | 2.71% | -6.13% | 4.30% | -0.63% | 5.18% | 0.76% | 1.73% | -2.44% | 7.35% | -9.27% | 3.36% |
| 2023 | 7.84% | -3.29% | -0.99% | 0.27% | -2.43% | 7.39% | 3.96% | -2.65% | -4.76% | -4.73% | 9.18% | 8.06% | 17.54% |
| 2022 | -7.49% | -2.28% | 1.88% | -7.47% | 2.32% | -9.30% | 10.16% | -5.79% | -9.54% | 9.45% | 8.47% | -14.52% | -24.65% |
| 2021 | -3.15% | 3.89% | 4.48% | 6.75% | 1.04% | -0.49% | 1.91% | 0.38% | -4.70% | 4.99% | -1.60% | -19.87% | -8.95% |
| 2020 | -2.27% | -9.95% | -18.94% | 14.09% | 6.53% | 2.69% | 5.39% | 2.49% | -3.37% | 1.67% | 12.42% | -0.47% | 5.73% |
| 2019 | 11.02% | 2.86% | 1.02% | 4.36% | -6.89% | 7.03% | 2.79% | -1.97% | 4.30% | 1.33% | 2.17% | -0.18% | 30.29% |
| 2018 | 3.97% | -4.87% | 1.04% | 0.66% | 3.50% | 1.55% | 2.78% | 0.74% | -1.01% | -8.33% | 3.84% | -13.63% | -10.90% |
| 2017 | 1.66% | 2.85% | -0.63% | 1.99% | -1.09% | 1.11% | 0.23% | -1.72% | 4.29% | 0.08% | 3.73% | -0.15% | 12.84% |
| 2016 | -1.97% | 2.22% | 9.36% | 2.79% | 1.67% | 1.64% | 3.22% | 0.58% | -1.23% | -3.31% | 4.36% | -0.23% | 20.16% |
| 2015 | 1.30% | 4.54% | 0.47% | -4.50% | 1.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PEDGX is 23, meaning it’s performing worse than 77% 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.
Dividends
Dividend History
Principal Edge MidCap Fund provided a 0.89% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.16 | $0.35 | $0.08 | $0.09 | $0.18 | $0.15 | $0.00 | $0.10 | $0.03 |
Dividend yield | 0.89% | 0.93% | 1.26% | 3.22% | 0.52% | 0.58% | 1.16% | 1.29% | 0.00% | 0.85% | 0.31% |
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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2015 | $0.03 | $0.03 |
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.
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 44.23%, occurring on Mar 17, 2023. The portfolio has not yet recovered.
The current Principal Edge MidCap Fund drawdown is 27.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.23% | Nov 17, 2021 | 334 | Mar 17, 2023 | — | — | — |
| -41.67% | Dec 18, 2019 | 65 | Mar 23, 2020 | 162 | Nov 10, 2020 | 227 |
| -24.33% | Sep 24, 2018 | 64 | Dec 24, 2018 | 145 | Jul 24, 2019 | 209 |
| -12.1% | Oct 13, 2015 | 68 | Jan 20, 2016 | 36 | Mar 11, 2016 | 104 |
| -8.43% | Jan 29, 2018 | 9 | Feb 8, 2018 | 70 | May 21, 2018 | 79 |
Volatility
Volatility Chart
The current Principal Edge MidCap Fund volatility is 3.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.