Back to top
more

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

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 14.47 46
3 months 6.04 20
6 months 15.44 32
1 Year 11.06 41
3 Year 19.38 33
5 Year 14.85 12
10 Year 14.14 24

* 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 Nov 30, 2025

1 Year 14.95
5 Year 15.92
10 Year 14.89
Since Inception 13.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.68 9.84 8.08 NA
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
2020 -19.44 19.72 10.59 11.07

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.4625.9125.11-16.3127.6718.4732.31-3.4120.798.972.15
% Total Return Rel to Index -3.030.89-1.131.89-1.010.070.820.98-0.99-2.960.76
% Total Return Rel to Peer 1.846.522.113.385.61-1.443.883.440.121.153.75
% Perf Quintile vs Peer* 0.000.003.002.002.003.002.002.003.003.002.00
% Dividends 0.000.420.510.410.300.450.490.700.650.640.75
% Yield 0.000.470.560.710.390.730.871.130.931.011.21
Capital Gains ($) 0.003.790.000.005.852.523.6718.204.145.092.35
Expense Ratio 0.680.680.700.700.730.750.750.730.710.710.71

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