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Principal Capital Appreciation Inst PWCIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 81.01  /  −0.80 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.82%
  • Turnover 48%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PWCIX

Will PWCIX outperform in future?

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

A sound investment process and strong management team underpin Principal Capital Appreciation Inst's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings PWCIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.44 295.3 Mil
Technology

Apple Inc

6.05 277.2 Mil
Technology

NVIDIA Corp

4.48 205.2 Mil
Technology

Alphabet Inc Class A

3.91 179.1 Mil
Communication Services

Amazon.com Inc

3.23 148.2 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.53 115.8 Mil
Financial Services

Meta Platforms Inc Class A

2.44 111.8 Mil
Communication Services

Broadcom Inc

2.43 111.5 Mil
Technology

Visa Inc Class A

2.13 97.6 Mil
Financial Services

Costco Wholesale Corp

1.88 86.2 Mil
Consumer Defensive