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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

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 14.05 46
3 months 7.80 25
6 months 21.62 41
1 Year 17.88 42
3 Year 21.46 34
5 Year 16.62 21
10 Year 13.92 28

* 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 Oct 31, 2025

1 Year 14.59
5 Year 15.57
10 Year 14.54
Since Inception 12.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.75 9.77 8.00 NA
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
2020 -19.50 19.63 10.49 10.99

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.0525.5224.72-16.5727.2718.1031.91-3.7320.448.631.85
% Total Return Rel to Index -3.160.50-1.511.63-1.41-0.290.420.65-1.35-3.290.46
% Total Return Rel to Peer 1.526.131.723.125.21-1.803.493.12-0.230.813.45
% Perf Quintile vs Peer* 0.000.003.002.002.003.002.002.003.003.002.00
% Dividends 0.000.230.370.230.170.300.340.510.430.470.57
% Yield 0.000.260.310.400.230.500.600.830.620.750.94
Capital Gains ($) 0.003.790.000.005.852.523.6718.204.145.092.35
Expense Ratio 0.990.991.011.011.041.061.061.041.021.021.02

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