Morningstar

Principal Capital Appreciation Fund Class A CMNWX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 92.26  /  −0.35 %
  • Total Assets 4.1B
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 56%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:24 AM GMT+0

Morningstar’s Analysis CMNWX

Will CMNWX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMNWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMNWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMNWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Capital Appreciation A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMNWX

More CMNWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.14 273M
Technology

Apple Inc

5.94 227M
Technology

Alphabet Inc Class A

5.38 206M
Communication Services

Microsoft Corp

3.87 148M
Technology

Amazon.com Inc

3.68 141M
Consumer Cyclical

Broadcom Inc

2.77 106M
Technology

Visa Inc Class A

2.44 93M
Financial Services

JPMorgan Chase & Co

2.29 88M
Financial Services

Eli Lilly and Co

2.04 78M
Healthcare

Micron Technology Inc

1.75 67M
Technology

Sponsor Center