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Principal Capital Appreciation A CMNWX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 75.27  /  +0.93 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 48%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:01 AM GMT+0

Morningstar’s Analysis CMNWX

Will CMNWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Principal Capital Appreciation A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CMNWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Merck & Co Inc

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Healthcare