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Principal Fds, Inc. Smallcap Fund, Class A: (MF: PLLAX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:03 PM ET

$30.91 USD

+0.13 (0.42%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.04 67
3 months 4.78 71
6 months 12.78 60
1 Year 39.70 32
3 Year 14.42 57
5 Year 4.84 59
10 Year 10.61 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 106.79
Bear Market (10/07 - 2/09) -54.05
Bull Market (2/09 - 3/21) 760.26

Load Adjusted Returns as of Apr 30, 2026

1 Year 17.59
5 Year 2.20
10 Year 8.87
Since Inception 5.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.21 NA NA NA
2025 -8.58 9.82 10.07 3.90
2024 6.25 -5.54 5.83 -0.80
2023 5.81 4.58 -6.36 12.72
2022 -7.72 -17.13 -1.66 5.86
2021 12.92 5.81 -2.29 2.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.0414.815.3616.79-20.4019.5921.6127.05-11.0112.4016.79
% Total Return Rel to Index 3.11-3.40-19.66-9.44-2.19-9.083.21-4.43-6.61-9.394.85
% Total Return Rel to Peer -1.927.50-6.560.72-0.880.282.611.62-0.23-3.190.84
% Perf Quintile vs Peer* 4.001.005.003.003.003.002.002.003.004.003.00
% Dividends 0.000.000.010.030.000.000.000.000.010.000.08
% Yield 0.000.000.050.000.000.000.000.010.040.000.37
Capital Gains ($) 0.001.540.460.690.002.130.561.212.901.970.43
Expense Ratio 0.001.111.111.191.141.121.181.221.181.231.24

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