Principal Capital Appreciation Fund Quote

PWCIX Fund  USD 86.46  0.09  0.10%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Capital is trading at 86.46 as of the 19th of July 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 86.37. Principal Capital has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. Principal Fds is traded on NASDAQ Exchange in the United States.. More on Principal Capital Appreciation

Moving together with Principal Mutual Fund

  0.75SABPX Strategic Asset ManaPairCorr
  0.75SACAX Strategic Asset ManaPairCorr
  0.85SAGPX Strategic Asset ManaPairCorr
  0.72PFIJX Strategic Asset ManaPairCorr
  0.95PFIEX International EquityPairCorr
  0.81PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Large Blend, Principal Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Capital Appreciation [PWCIX] is traded in USA and was established 19th of July 2025. Principal Capital is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Principal Funds family. This fund at this time has accumulated 3.53 B in assets with no minimum investment requirementsPrincipal Capital is currently producing year-to-date (YTD) return of 4.17% with the current yeild of 0.01%, while the total return for the last 3 years was 19.46%.
Check Principal Capital Probability Of Bankruptcy

Instrument Allocation

Top Principal Capital Appreciation Mutual Fund Constituents

VVisa Class AStockFinancials
TMOThermo Fisher ScientificStockHealth Care
USBUS BancorpStockFinancials
ADBEAdobe Systems IncorporatedStockInformation Technology
AVGOBroadcomStockInformation Technology
SCHWCharles Schwab CorpStockFinancials
JPMJPMorgan Chase CoStockFinancials
KRKroger CompanyStockConsumer Staples
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Principal Capital Top Holders

SCUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PIFIXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
SAUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PCGPXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
SAIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
SCIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
PSBIXStrategic Asset ManagementMutual FundAllocation--50% to 70% Equity
PCWIXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
More Details

Principal Capital Risk Profiles

Principal Capital Against Markets

Other Information on Investing in Principal Mutual Fund

Principal Capital financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Capital security.
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