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Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A: (MF: CMNWX)

(NASDAQ Mutual Funds) As of Nov 21, 2025 06:10 PM ET

$87.51 USD

+0.74 (0.85%)

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 Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 14.28 44
3 months 7.86 25
6 months 21.76 41
1 Year 18.18 40
3 Year 21.75 33
5 Year 16.90 18
10 Year 14.18 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 137.43
Bear Market (10/07 - 2/09) -47.38
Bull Market (2/09 - 3/21) 1,035.49

Load Adjusted Returns as of Oct 31, 2025

1 Year 8.90
5 Year 14.61
10 Year 14.19
Since Inception 12.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.70 9.84 8.07 NA
2024 11.68 3.82 5.47 2.64
2023 5.84 8.22 -2.99 12.78
2022 -5.98 -15.04 -3.48 8.49
2021 4.53 9.13 0.36 11.42
2020 -19.46 19.68 10.58 11.05

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.2825.5325.32-16.3627.5718.3732.17-3.5120.668.832.04
% Total Return Rel to Index -2.920.51-0.921.83-1.10-0.020.680.87-1.13-3.100.65
% Total Return Rel to Peer 1.766.142.323.335.51-1.543.743.34-0.011.013.63
% Perf Quintile vs Peer* 0.000.003.002.002.003.002.002.003.003.002.00
% Dividends 0.000.360.460.360.270.430.460.650.620.580.66
% Yield 0.000.410.490.650.370.700.821.070.890.921.08
Capital Gains ($) 0.003.790.000.005.852.523.6718.204.145.092.35
Expense Ratio 0.740.740.780.770.800.830.860.830.820.840.84

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