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.
- NAV / 1-Day Return 60.09 / 1.32 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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
Principal Government Money Market R-6
3.15
104,557,575
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