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Principal Capital Appreciation Inst PWCIX

Quantitative rating as of
  • NAV / 1-Day Return 58.37  /  0.22 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.99%
  • Turnover 50%

Morningstar’s Analysis PWCIX

Will PWCIX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Principal Capital Appreciation Inst's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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