Principal Capital Appreciation A Fund (CMNWX - Free Report) a Zacks Rank #3 (Hold) was incepted in November 1986 and is managed by WM Advisors, Inc. CMNWX 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. CMNWX may also invest in money market instruments for temporary defensive purposes. CMNWX may invest up to 20% of its assets in REITs.
This Large Blend product, as of the last filing, allocates their fund in four major groups; Large Growth, Large Value, Intermediate Bond and Small Value. Further, as of the last filing, Apple Inc, Alphabet Inc and Microsoft Corp were the top holdings for CMNWX.
The Principal Capital Appreciation A fund, managed by Principal Fin, carries an expense ratio of 0.84%. Moreover, CMNWX requires a minimal initial investment of $1,000.
CMNWX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.2% and 5 year 15.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
CMNWX’s performance, as of the last filing, when compared to funds in its category was in the top 27% over the past 1 year, in the top 19% over the past 3 years, and in the 34% over the past 5 years.
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