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Principal Funds, Inc. - Spectrum Preferred And Capital Securities Income Fund Class J: (MF: PPSJX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 06:20 PM ET

$8.59 USD

-0.01 (-0.12%)

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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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 -1.26 53
3 months -2.78 54
6 months -0.34 47
1 Year -0.26 52
3 Year 7.10 9
5 Year 1.88 45
10 Year 3.68 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -41.30
Bull Market (2/09 - 3/21) 332.73

Load Adjusted Returns as of Sep 30, 2026

1 Year -1.25
5 Year 1.87
10 Year 3.68
Since Inception 4.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.91 2.50 -2.78 NA
2025 1.21 2.30 2.91 1.01
2024 3.68 1.35 4.44 -0.10
2023 -2.09 1.95 0.97 5.41
2022 -5.08 -7.46 -1.57 3.03
2021 -0.12 2.69 0.76 -0.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.267.659.646.24-10.922.825.2016.06-4.7510.293.48
% Total Return Rel to Index 1.640.278.380.712.094.37-2.307.33-4.766.750.82
% Total Return Rel to Peer -0.631.005.26-0.93-0.782.77-1.837.81-3.846.69-0.03
% Perf Quintile vs Peer* 2.002.001.003.003.001.003.001.005.001.003.00
% Dividends 0.360.500.470.440.460.430.440.470.520.480.46
% Yield 5.795.405.145.925.284.184.164.505.484.604.55
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.020.09
Expense Ratio 1.010.990.991.061.011.001.071.131.021.001.06

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