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Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)
(NASDAQ Mutual Funds) As of Apr 30, 2025 08:00 PM ET
$77.43 USD
+0.24 (0.31%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 1986 and is managed by WM Advisors, Inc. The fund seeks long-term growth of capital by primarily investing at least 80% of the fund's net assets in the common stocks of West Coast companies. The fund may also invest in money market instruments for temporary defensive purposes. The fund may invest up to 20% of its assets in REITs. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation I | PWCIX | NA | NA | 0.00 | 0.00 | 0.42 | 0.45 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation A | CMNWX | 72.62 | 11/24/1986 | 0.46 | 5.99 | 9.69 | 18.40 |
| Principal Capital Appreciation I | PWCIX | 77.43 | 1/16/2007 | 0.71 | 6.31 | 10.03 | 18.77 |
| Principal Capital Appreciation R3 | PCAOX | 72.62 | 3/2/2010 | 0.30 | 5.72 | 9.43 | 18.11 |
| Principal Capital Appreciation R5 | PCAQX | 74.44 | 3/2/2010 | 0.53 | 6.06 | 9.76 | 18.48 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal Capital Appreciation I | PWCIX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |