Back to top
more

Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)

(NASDAQ Mutual Funds) As of Jun 16, 2026 05:56 PM ET

$94.17 USD

-0.59 (-0.62%)

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

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.04 39
3 months 8.46 42
6 months 8.90 49
1 Year 25.87 41
3 Year 22.41 31
5 Year 13.86 11
10 Year 15.38 23

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.07
Bull Market (2/09 - 3/21) 1,217.89

Load Adjusted Returns as of May 31, 2026

1 Year 15.68
5 Year 12.13
10 Year 14.03
Since Inception 10.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.83 NA NA NA
2025 -5.63 9.91 8.15 1.19
2024 12.04 3.90 5.55 2.70
2023 5.92 8.32 -2.91 12.58
2022 -5.92 -14.97 -3.41 8.57
2021 4.61 9.20 0.42 11.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.0413.5226.2125.41-16.1127.9518.8032.68-3.1421.089.25
% Total Return Rel to Index -0.38-4.691.19-0.832.08-0.720.401.191.24-0.71-2.68
% Total Return Rel to Peer 0.240.816.822.413.585.89-1.114.263.710.401.43
% Perf Quintile vs Peer* 3.003.002.002.002.002.003.002.002.003.003.00
% Dividends 0.000.470.570.650.550.450.600.630.820.820.78
% Yield 0.000.490.510.600.950.610.971.121.341.191.25
Capital Gains ($) 0.006.963.790.000.005.852.523.6718.204.145.09
Expense Ratio 0.000.450.450.460.460.490.470.470.470.470.47

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