Advertisement
Skip to Content
Morningstar

Principal Capital Appreciation Inst PWCIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 60.09  /  1.32 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.92%
  • Turnover 50%

USD | NAV as of May 27, 2023 | 1-Day Return as of May 27, 2023, 12:02 AM GMT+0

Morningstar’s Analysis PWCIX

Will PWCIX outperform in 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 PWCIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PWCIX 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 PWCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWCIX

More PWCIX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 94
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.27
208,138,820
Technology

Microsoft Corp

5.80
192,572,440
Technology

Visa Inc Class A

3.77
125,216,420
Financial Services

Principal Government Money Market R-6

3.15
104,557,575
—

Alphabet Inc Class A

3.13
103,987,986
Communication Services

Amazon.com Inc

2.17
72,177,467
Consumer Cyclical

JPMorgan Chase & Co

2.13
70,692,342
Financial Services

Broadcom Inc

2.01
66,593,818
Technology

Meta Platforms Inc Class A

1.80
59,647,905
Communication Services

UnitedHealth Group Inc

1.70
56,523,426
Healthcare