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Principal Fds, Inc. Largecap Value Fd Iii Cl R-5: (MF: PPSRX)

(NASDAQ Mutual Funds) As of Aug 18, 2026 06:01 PM ET

$20.82 USD

-0.01 (-0.05%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.10 16
3 months 7.81 7
6 months 12.29 12
1 Year 22.24 21
3 Year 14.22 60
5 Year 10.02 38
10 Year 10.90 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.54
Bear Market (10/07 - 2/09) -57.05
Bull Market (2/09 - 3/21) 682.31

Load Adjusted Returns as of Jul 31, 2026

1 Year 17.75
5 Year 9.12
10 Year 10.72
Since Inception 7.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.17 10.35 NA NA
2025 -0.31 3.80 4.41 2.36
2024 8.67 -1.51 8.00 -1.16
2023 -1.34 4.68 -2.49 8.97
2022 -0.50 -11.04 -4.84 12.49
2021 10.54 4.92 -1.18 8.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.1010.6014.249.73-5.2424.012.9626.15-6.1916.6112.93
% Total Return Rel to Index -0.04-7.61-10.77-16.5012.95-4.67-15.43-5.33-1.80-5.180.99
% Total Return Rel to Peer 0.20-2.10-5.14-13.2614.451.95-16.95-2.270.66-4.065.11
% Perf Quintile vs Peer* 3.004.004.005.001.003.005.004.003.004.002.00
% Dividends 0.000.290.220.230.230.120.220.320.240.160.24
% Yield 0.001.381.051.341.250.561.251.761.490.901.50
Capital Gains ($) 0.003.361.330.311.431.600.000.741.310.950.42
Expense Ratio 0.930.920.950.960.950.960.970.970.971.021.03

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