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Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A: (MF: CMNWX)

(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET

$77.03 USD

+0.91 (1.20%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 15.96 26
3 months 3.82 29
6 months 15.96 26
1 Year 26.87 23
3 Year 10.77 5
5 Year 15.27 19
10 Year 12.65 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 137.43
Bear Market (10/07 - 2/09) -47.38
Bull Market (2/09 - 3/21) 817.74

Load Adjusted Returns as of Jun 30, 2024

1 Year 20.26
5 Year 14.03
10 Year 12.05
Since Inception 12.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.68 3.82 NA NA
2023 5.84 8.22 -2.99 12.78
2022 -5.98 -15.04 -3.48 8.49
2021 4.53 9.13 0.36 11.42
2020 -19.46 19.68 10.58 11.05
2019 13.29 5.23 2.67 7.97

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.9625.32-16.3627.5718.3732.17-3.5120.668.832.0412.29
% Total Return Rel to Index 0.65-0.921.83-1.10-0.020.680.87-1.13-3.100.65-1.35
% Total Return Rel to Peer 5.292.323.335.51-1.543.743.34-0.011.013.634.08
% Perf Quintile vs Peer* 0.002.002.002.003.002.002.003.003.002.002.00
% Dividends 0.000.460.360.270.430.460.650.620.580.660.53
% Yield 0.000.660.650.370.700.821.070.890.921.080.84
Capital Gains ($) 0.000.000.005.852.523.6718.204.145.092.352.23
Expense Ratio 0.000.780.770.800.830.860.830.820.840.840.82

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