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Principal Fds, Inc.- Principal Capital Apprecation Fund Insti Cl: (MF: PWCIX)

(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET

$79.98 USD

+0.31 (0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for PWCIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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 0.43 0.46

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal Capital Appreciation A CMNWX 76.73 11/24/1986 0.00 30.91 10.72 16.01
Principal Capital Appreciation I PWCIX 79.98 1/16/2007 0.00 31.33 11.06 16.40
Principal Capital Appreciation R1 PCAMX 76.55 3/2/2010 0.00 30.19 10.11 15.38
Principal Capital Appreciation R3 PCAOX 76.78 3/2/2010 0.00 30.59 10.45 15.75
Principal Capital Appreciation R4 PCAPX 78.05 3/2/2010 0.00 30.86 10.66 15.97
Principal Capital Appreciation R5 PCAQX 78.59 3/2/2010 0.00 30.99 10.79 16.10

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