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Principal Capital Appreciation Inst PWCIX

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%

Morningstar’s Analysis PWCIX

Will PWCIX outperform in future?

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

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.

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Portfolio Holdings PWCIX

  • 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
6.27
208,138,820
Technology
5.80
192,572,440
Technology
3.77
125,216,420
Financial Services

Principal Government Money Market R-6

3.15
104,557,575
3.13
103,987,986
Communication Services
2.17
72,177,467
Consumer Cyclical
2.13
70,692,342
Financial Services
2.01
66,593,818
Technology
1.80
59,647,905
Communication Services
1.70
56,523,426
Healthcare