Nasdaq - Delayed Quote USD

Principal Capital Appreciation Inst (PWCIX)

82.80
+0.14
+(0.17%)
At close: 8:02:00 PM EDT
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  • Previous Close 82.66
  • YTD Return -6.05%
  • Expense Ratio 0.45%
  • Category Large Blend
  • Last Cap Gain 52.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.42B
  • Beta (5Y Monthly) 0.98
  • Yield 0.71%
  • 5y Average Return --
  • Holdings Turnover 41.40%
  • Last Dividend 0.58
  • Inception Date Jun 7, 1999

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.

Principal Funds

Fund Family

Large Blend

Fund Category

4.42B

Net Assets

1999-06-07

Inception Date

More about Principal Capital Appreciation Inst

Performance Overview: PWCIX

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Trailing returns as of 5/15/2025. Category is Large Blend.

YTD Return

PWCIX
6.05%
Category
5.31%
 

1-Year Return

PWCIX
10.50%
Category
20.31%
 

3-Year Return

PWCIX
13.28%
Category
6.48%
 

5-Year Return

PWCIX
16.14%
Category
11.78%
 

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Holdings: PWCIX

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Sector Weightings

SectorPWCIX
Technology   29.28%
Financial Services   14.68%
Healthcare   11.77%
Consumer Cyclical   11.37%
Communication Services   8.45%
Industrials   7.47%
Consumer Defensive   4.80%
Energy   4.37%
Utilities   3.00%
Basic Materials   2.47%
Real Estate   2.32%
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Recent News: PWCIX

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Research Reports: PWCIX

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