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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-5: (MF: PCAQX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 05:56 PM ET
$91.87 USD
-0.22 (-0.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation R5 | PCAQX | NA | NA | 0.00 | 0.00 | 0.42 | 0.68 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation A | CMNWX | 90.81 | 11/24/1986 | 0.38 | 11.00 | 19.31 | 14.77 |
| Principal Capital Appreciation I | PWCIX | 94.63 | 1/16/2007 | 0.58 | 11.31 | 19.66 | 15.12 |
| Principal Capital Appreciation R3 | PCAOX | 90.65 | 3/2/2010 | 0.25 | 10.72 | 19.02 | 14.50 |
| Principal Capital Appreciation R5 | PCAQX | 91.87 | 3/2/2010 | 0.44 | 11.06 | 19.38 | 14.85 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal Capital Appreciation R5 | PCAQX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |