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Principal Funds, Inc. - Spectrum Preferred And Capital Securities Income Fund Class R-4: (MF: PQARX)

(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET

$9.00 USD

+0.02 (0.22%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 4.96 3
3 months 1.30 22
6 months 4.96 3
1 Year 11.88 2
3 Year -0.16 47
5 Year 2.51 21
10 Year 3.66 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -40.95
Bull Market (2/09 - 3/21) 278.44

Load Adjusted Returns as of Jun 30, 2024

1 Year 11.88
5 Year 2.51
10 Year 3.66
Since Inception 4.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.60 1.30 NA NA
2023 -2.07 1.80 1.08 5.44
2022 -5.03 -7.58 -1.57 3.10
2021 -0.13 2.63 0.80 -0.61
2020 -12.24 9.92 4.37 4.49
2019 6.29 3.49 2.82 2.59

Annual Return

20242023202220212020201920182017201620152014
% Total Return 4.966.26-10.942.685.2116.04-4.7310.173.504.1411.09
% Total Return Rel to Index 5.660.732.074.23-2.297.32-4.756.620.853.575.15
% Total Return Rel to Peer 3.47-0.91-0.792.63-1.827.79-3.826.57-0.015.127.68
% Perf Quintile vs Peer* 0.003.003.001.003.001.005.001.003.001.001.00
% Dividends 0.200.440.450.420.430.470.510.470.450.450.50
% Yield 2.254.985.104.004.054.475.334.414.434.324.73
Capital Gains ($) 0.000.000.000.000.000.000.000.020.090.090.18
Expense Ratio 1.081.081.071.071.081.081.081.081.081.081.09

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