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Principal Capital Appreciation A CMNWX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 72.68  /  +0.61 %
  • Total Assets 4.3 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 0.65%
  • Turnover 48%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 PM 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 sound investment process and strong management team 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 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Broadcom Inc

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Visa Inc Class A

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Amazon.com Inc

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Consumer Cyclical

JPMorgan Chase & Co

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Financial Services

Costco Wholesale Corp

1.98 80.2 Mil
Consumer Defensive

Meta Platforms Inc Class A

1.95 79.0 Mil
Communication Services