Back to top
more

Principal Funds, Inc. - Spectrum Preferred And Capital Securities Income Fund Class R-5: (MF: PPARX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:12 PM ET

$8.81 USD

0.00 (NA)

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD -1.10 52
3 months -2.71 53
6 months -0.21 45
1 Year -0.11 52
3 Year 7.17 9
5 Year 1.95 44
10 Year 3.75 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -40.88
Bull Market (2/09 - 3/21) 345.80

Load Adjusted Returns as of Sep 30, 2026

1 Year -0.11
5 Year 1.94
10 Year 3.75
Since Inception 4.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.88 2.57 -2.71 NA
2025 1.19 2.36 2.85 1.00
2024 3.73 1.33 4.46 -0.09
2023 -2.03 1.93 0.99 5.43
2022 -5.08 -7.41 -1.64 3.11
2021 0.00 2.64 0.73 -0.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.107.619.706.34-10.872.895.3016.22-4.6910.373.51
% Total Return Rel to Index 1.800.238.430.812.144.43-2.197.49-4.716.830.85
% Total Return Rel to Peer -0.470.965.31-0.83-0.722.83-1.727.97-3.796.77-0.01
% Perf Quintile vs Peer* 3.002.001.003.003.001.003.001.005.001.003.00
% Dividends 0.360.500.470.450.460.430.440.490.520.480.46
% Yield 5.635.255.015.785.194.094.144.565.434.524.53
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.020.09
Expense Ratio 0.960.960.960.960.950.950.960.960.960.960.96

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