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Principal Fds, Inc. Largecap Value Fd Iii Cl R-3: (MF: PPSFX)

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

$21.12 USD

+0.06 (0.28%)

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
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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 8.39 55
3 months 2.97 75
6 months 9.20 47
1 Year 20.44 63
3 Year 15.41 74
5 Year 8.23 63
10 Year 10.28 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.04
Bear Market (10/07 - 2/09) -57.24
Bull Market (2/09 - 3/21) 642.12

Load Adjusted Returns as of May 31, 2026

1 Year 10.43
5 Year 7.70
10 Year 9.70
Since Inception 6.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.26 NA NA NA
2025 -0.34 3.70 4.37 2.30
2024 8.58 -1.53 7.88 -1.28
2023 -1.38 4.61 -2.58 8.85
2022 -0.62 -11.07 -4.95 12.39
2021 10.41 4.86 -1.27 8.15

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.3910.3513.879.40-5.6023.622.6925.70-6.4616.2712.58
% Total Return Rel to Index 0.93-7.86-11.15-16.8412.60-5.05-15.71-5.78-2.06-5.520.65
% Total Return Rel to Peer 1.56-2.36-5.52-13.5914.091.56-17.22-2.710.40-4.404.76
% Perf Quintile vs Peer* 2.004.004.005.001.003.005.004.003.004.002.00
% Dividends 0.000.240.190.170.170.080.170.270.150.100.19
% Yield 0.001.050.981.030.870.370.901.410.930.521.15
Capital Gains ($) 0.003.361.330.311.431.600.000.741.310.950.42
Expense Ratio 0.001.231.261.271.261.271.281.281.281.331.34

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