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Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)

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

$87.57 USD

+1.35 (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 3.72 67
3 months 9.91 53
6 months 3.72 67
1 Year 12.45 53
3 Year 19.86 29
5 Year 16.74 11
10 Year 13.48 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.07
Bull Market (2/09 - 3/21) 994.24

Load Adjusted Returns as of Jun 30, 2025

1 Year 12.45
5 Year 16.73
10 Year 13.48
Since Inception 10.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.63 9.91 NA NA
2024 12.04 3.90 5.55 2.70
2023 5.92 8.32 -2.91 12.58
2022 -5.92 -14.97 -3.41 8.57
2021 4.61 9.20 0.42 11.52
2020 -19.39 19.80 10.66 11.17

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.7226.2125.41-16.1127.9518.8032.68-3.1421.089.252.41
% Total Return Rel to Index -2.481.19-0.832.08-0.720.401.191.24-0.71-2.681.02
% Total Return Rel to Peer -1.416.822.413.585.89-1.114.263.710.401.434.01
% Perf Quintile vs Peer* 0.000.002.002.002.003.002.002.003.003.002.00
% Dividends 0.000.570.650.550.450.600.630.820.820.780.87
% Yield 0.000.640.770.950.610.971.121.341.191.251.43
Capital Gains ($) 0.003.790.000.005.852.523.6718.204.145.092.35
Expense Ratio 0.000.450.460.460.490.470.470.470.470.470.46

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