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

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$79.98 USD

+0.09 (0.11%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.36 49
3 months 0.27 60
6 months 6.25 45
1 Year 13.79 52
3 Year 20.53 31
5 Year 13.56 13
10 Year 14.72 29

* 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 Feb 28, 2026

1 Year 12.91
5 Year 13.42
10 Year 13.92
Since Inception 12.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 1.3612.9125.5224.72-16.5727.2718.1031.91-3.7320.448.63
% Total Return Rel to Index -0.08-5.300.50-1.511.63-1.41-0.290.420.65-1.35-3.29
% Total Return Rel to Peer -0.160.206.131.723.125.21-1.803.493.12-0.230.81
% Perf Quintile vs Peer* 3.003.000.003.002.002.003.002.002.003.003.00
% Dividends 0.000.060.230.370.230.170.300.340.510.430.47
% Yield 0.000.060.260.080.400.230.500.600.830.620.75
Capital Gains ($) 0.006.963.790.000.005.852.523.6718.204.145.09
Expense Ratio 0.000.990.991.011.011.041.061.061.041.021.02

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