Ratings & Risk for Principal Large Cap Growth I R1 (PCRSX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Above Average
    		449
    5-Year Average Average
    		390
    10-Year — — — 278
    Overall Above Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.89 -0.09 -0.16
    5-Year 18.06 0.23 -0.01
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.31 0.89 16.53
    3-Year 87.55 1.05 4.57
    5-Year 84.04 1.04 1.19
    10-Year — — —

    S&P 500 TR

    Trailing data as of 10/31/2009