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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$89.09 USD

+0.37 (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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.80 42
3 months 8.32 42
6 months 8.61 51
1 Year 25.20 44
3 Year 21.75 35
5 Year 13.24 16
10 Year 14.73 31

* 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 May 31, 2026

1 Year 15.06
5 Year 11.52
10 Year 13.40
Since Inception 12.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.96 NA NA 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 9.8012.9125.5224.72-16.5727.2718.1031.91-3.7320.448.63
% Total Return Rel to Index -0.56-5.300.50-1.511.63-1.41-0.290.420.65-1.35-3.29
% Total Return Rel to Peer 0.060.206.131.723.125.21-1.803.493.12-0.230.81
% 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 0.000.060.070.080.400.230.500.600.830.620.75
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%