Nasdaq - Delayed Quote USD
Principal Capital Appreciation R1 (PCAMX)
84.86
+0.32
+(0.38%)
At close: November 22 at 8:00:55 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- TradeStation Securities
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- Merrill Lynch
- Vanguard
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Schwab Institutional Only
- ETrade No Load Fee
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Scottrade TF
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Smith Barney Portfolio Manager
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers 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.
Fund Overview
| Category | Large Blend |
| Fund Family | Principal Funds |
| Net Assets | 4.94B |
| YTD Return | 21.14% |
| Yield | 0.11% |
| Morningstar Rating | |
| Inception Date | Nov 24, 1986 |
Performance & Risk
| YTD Return | 27.45% |
| 5y Average Return | 15.44% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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