**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Calendar Year Total Returns
2023
2022
2021
2020
2019
Total Return %
25.12
-16.31
27.67
18.47
32.31
Russell 3000 Index %
25.96
-19.21
25.66
20.89
31.02
Large Blend Category % +
22.32
-16.96
26.07
15.83
28.78
Morningstar Percentile Rankings**,+
42
37
38
35
14
Morningstar Equity Stylebox
# of Funds in Category+
1430
1358
1382
1363
1387
+ Data displayed is the most current information available.
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Expenses
as of 04/30/2024
Total Investment Expense - Gross:
0.70%
Total Investment Expense - Net:
0.70%
Distribution History
What's this?
$ Per Share
Income dividends are paid annual.
Daily Unit Value/Share Price Chart
Sorry, data not supported on this investment option.
Returns shown for periods of less than one year are not annualized.
Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.
The full name of this investment option is Principal Funds, Inc. - Principal Capital Appreciation R5 Fund.
Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.
Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency
The Russell 3000 Index is constructed to provide a comprehensive barometer of the broad market and accounts for nearly 98% of the total value of all equity traded on the U.S. exchanges. It measures the stocks that are also members of either the Russell 1000 or the Russell 2000 indexes.
These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class.
Small-cap and mid-cap stocks may have additional risks, including greater price volatility.