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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-5: (MF: PCAQX)
(NASDAQ Mutual Funds) As of Oct 8, 2025 08:00 PM ET
$91.86 USD
+0.56 (0.61%)
Zacks MF Rank
1-Strong Buy of 5 1
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation R5 | PCAQX | NA | NA | 0.00 | 0.00 | 0.42 | 0.68 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation A | CMNWX | 87.69 | 11/24/1986 | 0.41 | 13.08 | 19.17 | 14.25 |
| Principal Capital Appreciation I | PWCIX | 91.32 | 1/16/2007 | 0.62 | 13.40 | 19.53 | 14.60 |
| Principal Capital Appreciation R3 | PCAOX | 87.60 | 3/2/2010 | 0.26 | 12.79 | 18.88 | 13.97 |
| Principal Capital Appreciation R5 | PCAQX | 91.86 | 3/2/2010 | 0.46 | 13.14 | 19.25 | 14.32 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |