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Principal Fds, Inc. Principal Capital Appreciation Fund Class R-5: (MF: PCAQX)

(NA) As of Sep 19, 2024 08:00 PM ET

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$82.64 USD

+1.36 (1.67%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 20.13 19
3 months 6.54 36
6 months 11.10 19
1 Year 29.39 16
3 Year 10.02 6
5 Year 15.87 18
10 Year 12.94 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 10/17) NA

Load Adjusted Returns as of Aug 31, 2024

1 Year 26.94
5 Year 15.35
10 Year 12.76
Since Inception 13.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.97 3.84 NA NA
2023 5.85 8.25 -2.96 12.52
2022 -5.96 -15.03 -3.47 8.52
2021 4.56 9.14 0.37 11.45
2020 -19.44 19.72 10.59 11.07
2019 13.33 5.27 2.68 8.00

Annual Return

20242023202220212020201920182017201620152014
% Total Return 20.1325.11-16.3127.6718.4732.31-3.4120.798.972.1512.40
% Total Return Rel to Index 0.58-1.131.89-1.010.070.820.98-0.99-2.960.76-1.23
% Total Return Rel to Peer 5.282.113.385.61-1.443.883.440.121.153.754.20
% Perf Quintile vs Peer* 0.003.002.002.003.002.002.003.003.002.002.00
% Dividends 0.000.510.410.300.450.490.700.650.640.750.57
% Yield 0.000.710.710.390.730.871.130.931.011.210.90
Capital Gains ($) 0.000.000.005.852.523.6718.204.145.092.352.23
Expense Ratio 0.690.700.700.730.750.750.730.710.710.710.72

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