Principal Capital Appreciation Fund Institutional Class
PWCIX
NASDAQ
| Weiss Ratings | PWCIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PWCIX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Daniel R. Coleman (15), Theodore Jayne (10) | |||
| Website | -- | |||
| Fund Information | PWCIX-NASDAQ | Click to Compare |
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| Fund Name | Principal Capital Appreciation Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 07, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PWCIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.53% | |||
| Dividend | PWCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.31% | |||
| Asset Allocation | PWCIX-NASDAQ | Click to Compare |
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| Cash | 2.03% | |||
| Stock | 97.80% | |||
| U.S. Stock | 93.34% | |||
| Non-U.S. Stock | 4.46% | |||
| Bond | 0.17% | |||
| U.S. Bond | 0.17% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PWCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.76% | |||
| 30-Day Total Return | 12.15% | |||
| 60-Day Total Return | 3.38% | |||
| 90-Day Total Return | 2.93% | |||
| Year to Date Total Return | 5.42% | |||
| 1-Year Total Return | 28.63% | |||
| 2-Year Total Return | 38.65% | |||
| 3-Year Total Return | 75.75% | |||
| 5-Year Total Return | 84.11% | |||
| Price | PWCIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PWCIX-NASDAQ | Click to Compare |
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| Nav | $90.73 | |||
| 1-Month Low NAV | $80.36 | |||
| 1-Month High NAV | $90.73 | |||
| 52-Week Low NAV | $76.69 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $95.16 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | PWCIX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 12.39 | |||
| Balance Sheet | PWCIX-NASDAQ | Click to Compare |
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| Total Assets | 4.53B | |||
| Operating Ratios | PWCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.45% | |||
| Turnover Ratio | 55.80% | |||
| Performance | PWCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.60% | |||
| Last Bear Market Total Return | -14.97% | |||