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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-3: (MF: PCAOX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:43 PM ET

$90.35 USD

-0.50 (-0.55%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.06 42
3 months 0.50 47
6 months 14.60 46
1 Year 11.22 47
3 Year 20.60 36
5 Year 12.57 19
10 Year 14.39 30

* 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 Sep 30, 2026

1 Year 11.22
5 Year 12.57
10 Year 14.39
Since Inception 12.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.96 14.02 0.50 NA
2025 -5.75 9.77 8.00 1.05
2024 11.89 3.76 5.40 2.56
2023 5.76 8.17 -3.05 12.44
2022 -6.04 -15.10 -3.53 8.43
2021 4.48 9.05 0.30 11.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.0512.9125.5224.72-16.5727.2718.1031.91-3.7320.448.63
% Total Return Rel to Index -2.68-5.300.50-1.511.63-1.41-0.290.420.65-1.35-3.29
% Total Return Rel to Peer 0.740.206.131.723.125.21-1.803.493.12-0.230.81
% Perf Quintile vs Peer* 3.003.002.003.002.002.003.002.002.003.003.00
% Dividends 0.000.060.230.370.230.170.300.340.510.430.47
% Yield 0.060.060.260.080.400.230.500.600.830.620.75
Capital Gains ($) 0.006.963.790.000.005.852.523.6718.204.145.09
Expense Ratio 0.990.990.991.011.011.041.061.061.041.021.02

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