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Principal Fds, Inc. Large Cap Value Fd Iii, J Cl: (MF: PLVJX)

(NASDAQ Mutual Funds) As of Jul 10, 2026 05:55 PM ET

$18.96 USD

+0.05 (0.26%)

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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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.59 53
3 months 3.09 74
6 months 9.41 45
1 Year 20.84 61
3 Year 15.78 72
5 Year 8.56 61
10 Year 10.58 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.96
Bear Market (10/07 - 2/09) -57.28
Bull Market (2/09 - 3/21) 668.76

Load Adjusted Returns as of May 31, 2026

1 Year 9.61
5 Year 8.02
10 Year 10.00
Since Inception 6.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.17 NA NA NA
2025 -0.26 3.72 4.42 2.41
2024 8.36 -1.46 7.99 -1.16
2023 -1.32 4.64 -2.45 9.22
2022 -0.51 -10.99 -4.91 12.49
2021 10.51 4.88 -1.16 8.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.5910.6113.9810.01-5.2923.942.9426.00-6.2216.5512.82
% Total Return Rel to Index 1.05-7.60-11.04-16.2312.91-4.73-15.45-5.48-1.82-5.230.89
% Total Return Rel to Peer 1.68-2.09-5.41-12.9814.401.88-16.97-2.410.64-4.125.00
% Perf Quintile vs Peer* 2.004.004.005.001.003.005.004.003.004.002.00
% Dividends 0.000.300.230.230.240.140.220.310.230.160.24
% Yield 0.001.451.341.401.260.631.211.681.410.861.44
Capital Gains ($) 0.003.361.330.311.431.600.000.741.310.950.42
Expense Ratio 0.000.910.931.000.970.981.041.061.031.081.08

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