PWCIX – Principal Capital Appreciation Inst Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital. The fund invests primarily in equity securities of U.S. companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. Those managing its investments seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PWCIX	Principal Capital Appreciation Fund Institutional Class	Institutional	Open			Jun 7, 1999	$5.15B	0.450%	Low	$0	$1.12B
CMNWX	Principal Capital Appreciation Fund Class A	Front Load	Open			Nov 24, 1986	$1.54B	0.730%	Low	$1,000	−$133.65M
PCAQX	Principal Capital Appreciation Fund R-5 Class	Retirement, Large	Open			Mar 1, 2010	$37.70M	0.680%	Above Average	$0	−$11.48M
PCAOX	Principal Capital Appreciation Fund R-3 Class	Retirement, Medium	Open			Mar 1, 2010	$53.04M	0.990%	Below Average	$0	−$4.23M

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