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Principal Capital Appreciation Fund Institutional Class (PWCIX)

US Funds

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85.12 +0.49 +0.58%

27/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.52B

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PWCIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal Capital Appreciation Inst (PWCIX) fund. Our Principal Capital Appreciation Inst portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.66	0.67	0.01
Shares	99.33	99.33	0.00
Bonds	0.01	0.01	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.52	20.17
Price to Book	4.88	3.87
Price to Sales	2.88	2.57
Price to Cash Flow	14.95	13.63
Dividend Yield	1.25	1.58
5 Years Earnings Growth	9.52	10.75

Sector Allocation

Name	Net %	Category Average
Technology	32.00	28.02
Financial Services	14.49	14.98
Consumer Cyclical	12.03	10.35
Healthcare	9.43	12.33
Communication Services	8.16	8.50
Industrials	7.32	9.77
Energy	4.26	3.79
Consumer Defensive	4.17	6.35
Real Estate	2.87	2.31
Utilities	2.79	2.70
Basic Materials	2.49	2.39

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 96

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.68	495.94	-0.30%
NVIDIA	US67066G1040	5.77	157.75	+1.76%
Apple	US0378331005	4.72	201.08	+0.04%
Amazon.com	US0231351067	3.45	223.30	+2.85%
Alphabet A	US02079K3059	3.39	178.53	+2.88%
JPMorgan	US46625H1005	3.21	287.11	-0.57%
Visa A	US92826C8394	3.03	348.61	+0.75%
Meta Platforms	US30303M1027	2.79	733.63	+1.04%
Broadcom	US11135F1012	2.59	269.35	-0.30%
Republic Services	US7607591002	1.64	244.37	-0.14%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.81B	2.85	14.18	11.98
Principal Equity Income Inst	7.08B	1.85	7.86	9.39
Principal Large Cap S&P 500 Index I	6.41B	1.02	14.22	12.67
Principal Preferred Securities Inst	3.68B	2.19	5.27	4.17
Principal Real Estate Securities In	3.55B	2.81	2.28	6.62

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