Skip to Content
Morningstar

Principal Capital Appreciation Inst PWCIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 72.91  /  −0.83 %
  • Total Assets 4.2 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 0.86%
  • Turnover 48%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

  • 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.

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 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
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.35 279.6 Mil
Technology

Apple Inc

4.57 201.2 Mil
Technology

NVIDIA Corp

4.08 179.5 Mil
Technology

Alphabet Inc Class A

3.33 146.5 Mil
Communication Services

Amazon.com Inc

3.27 143.9 Mil
Consumer Cyclical

Broadcom Inc

2.86 126.0 Mil
Technology

JPMorgan Chase & Co

2.61 114.8 Mil
Financial Services

Visa Inc Class A

2.45 107.8 Mil
Financial Services

Meta Platforms Inc Class A

2.37 104.6 Mil
Communication Services

Merck & Co Inc

1.76 77.6 Mil
Healthcare