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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-5: (MF: PCAQX)

(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET

$86.24 USD

+1.33 (1.57%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.60 68
3 months 9.84 53
6 months 3.60 68
1 Year 12.20 55
3 Year 19.58 31
5 Year 16.46 14
10 Year 13.20 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2025

1 Year 12.20
5 Year 16.45
10 Year 13.20
Since Inception 12.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.68 9.84 NA NA
2024 11.97 3.84 5.49 2.65
2023 5.85 8.25 -2.96 12.52
2022 -5.96 -15.03 -3.47 8.52
2021 4.56 9.14 0.37 11.45
2020 -19.44 19.72 10.59 11.07

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.6025.9125.11-16.3127.6718.4732.31-3.4120.798.972.15
% Total Return Rel to Index -2.600.89-1.131.89-1.010.070.820.98-0.99-2.960.76
% Total Return Rel to Peer -1.536.522.113.385.61-1.443.883.440.121.153.75
% Perf Quintile vs Peer* 0.000.003.002.002.003.002.002.003.003.002.00
% Dividends 0.000.420.510.410.300.450.490.700.650.640.75
% Yield 0.000.470.560.710.390.730.871.130.931.011.21
Capital Gains ($) 0.003.790.000.005.852.523.6718.204.145.092.35
Expense Ratio 0.000.680.700.700.730.750.750.730.710.710.71

* 1 = Top 20%, 5 = Bottom 20%