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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-5: (MF: PCAQX)

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

$91.64 USD

+0.38 (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 9.94 40
3 months 8.39 42
6 months 8.78 50
1 Year 25.59 42
3 Year 22.13 33
5 Year 13.59 13
10 Year 15.09 27

* 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 15.42
5 Year 11.87
10 Year 13.75
Since Inception 12.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.88 NA NA NA
2025 -5.68 9.84 8.08 1.13
2024 11.97 3.84 5.49 2.65
2023 5.85 8.25 -2.96 12.52
2022 -5.96 -15.03 -3.47 8.52
2021 4.56 9.14 0.37 11.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.9413.2525.9125.11-16.3127.6718.4732.31-3.4120.798.97
% Total Return Rel to Index -0.44-4.960.89-1.131.89-1.010.070.820.98-0.99-2.96
% Total Return Rel to Peer 0.180.546.522.113.385.61-1.443.883.440.121.15
% Perf Quintile vs Peer* 3.003.002.003.002.002.003.002.002.003.003.00
% Dividends 0.000.270.420.510.410.300.450.490.700.650.64
% Yield 0.000.280.290.340.710.390.730.871.130.931.01
Capital Gains ($) 0.006.963.790.000.005.852.523.6718.204.145.09
Expense Ratio 0.000.680.680.700.700.730.750.750.730.710.71

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