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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-3: (MF: PCAOX)
(NASDAQ Mutual Funds) As of Nov 21, 2025 06:10 PM ET
$87.38 USD
+0.75 (0.87%)
Zacks MF Rank
1-Strong Buy of 5 1
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation R3 | PCAOX | NA | NA | 0.00 | 0.25 | 0.42 | 0.99 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation A | CMNWX | 90.80 | 11/24/1986 | 0.38 | 18.18 | 21.75 | 16.90 |
| Principal Capital Appreciation I | PWCIX | 94.61 | 1/16/2007 | 0.58 | 18.52 | 22.12 | 17.26 |
| Principal Capital Appreciation R3 | PCAOX | 87.38 | 3/2/2010 | 0.25 | 17.88 | 21.46 | 16.62 |
| Principal Capital Appreciation R5 | PCAQX | 93.11 | 3/2/2010 | 0.44 | 18.23 | 21.83 | 16.98 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal Capital Appreciation R3 | PCAOX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |