Morningstar

Principal Capital Appreciation Fund Institutional Class PWCIX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $97.18  /  −0.08 %
  • Fund Size $6.9B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.47%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis PWCIX

Will PWCIX 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 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 Automated Analysis

Morningstar Automated Analysis

Summary

Principal Capital Appreciation Inst 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

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Portfolio Holdings PWCIX

More PWCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.55 517M
Technology

Apple Inc

6.23 427M
Technology

Alphabet Inc Class A

5.16 353M
Communication Services

Microsoft Corp

4.95 339M
Technology

Amazon.com Inc

4.18 286M
Consumer Cyclical

Visa Inc Class A

2.54 174M
Financial Services

Broadcom Inc

2.44 167M
Technology

JPMorgan Chase & Co

2.35 161M
Financial Services

Principal Government Money Market R-6

2.06 141M
—

ExxonMobil Holdings Corp

1.73 119M
Energy

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