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Morningstar

Principal Capital Appreciation Inst PWCIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 81.21  /  +0.56 %
  • Total Assets 4.6 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 0.82%
  • Turnover 48%

USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 10:29 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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWCIX

More PWCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.18 274.5 Mil
Technology

Apple Inc

5.69 252.9 Mil
Technology

NVIDIA Corp

3.84 170.5 Mil
Technology

Alphabet Inc Class A

3.79 168.6 Mil
Communication Services

Principal Government Money Market R-6

3.31 147.3 Mil
—

Amazon.com Inc

2.83 125.8 Mil
Consumer Cyclical

Broadcom Inc

2.80 124.6 Mil
Technology

JPMorgan Chase & Co

2.61 116.0 Mil
Financial Services

Visa Inc Class A

2.28 101.3 Mil
Financial Services

Meta Platforms Inc Class A

1.98 87.9 Mil
Communication Services