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Principal Capital Appreciation Fund Institutional Class (PWCIX)

US Funds

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74.97 +1.41 +1.92%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.92B

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Equity

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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	1.80	1.85	0.05
Stocks	98.19	98.19	0.00
Bonds	0.01	0.01	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.75	20.51
Price to Book	4.98	3.98
Price to Sales	2.89	2.63
Price to Cash Flow	15.27	14.17
Dividend Yield	1.18	1.54
5 Years Earnings Growth	11.12	11.13

Sector Allocation

Name	Net %	Category Average
Technology	29.98	28.27
Financial Services	15.48	14.88
Consumer Cyclical	12.52	10.53
Healthcare	10.64	12.32
Communication Services	8.95	8.59
Industrials	8.25	9.54
Energy	4.14	3.83
Consumer Defensive	3.09	6.13
Utilities	2.49	2.71
Basic Materials	2.26	2.34
Real Estate	2.20	2.29

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 94

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	5.90	198.15	+4.06%
Microsoft	US5949181045	5.16	388.45	+1.86%
NVIDIA	US67066G1040	4.85	110.93	+3.12%
Amazon.com	US0231351067	3.48	184.87	+2.01%
Alphabet A	US02079K3059	3.40	157.14	+2.83%
Meta Platforms	US30303M1027	3.36	543.57	-0.50%
JPMorgan	US46625H1005	3.12	236.20	+4.00%
Visa A	US92826C8394	2.91	333.40	+2.71%
Broadcom	US11135F1012	2.49	181.94	+5.59%
Costco	US22160K1051	2.01	963.41	-0.09%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	14B	-0.40	9.34	11.64
Principal Equity Income Inst	6.37B	0.64	6.30	9.43
Principal Large Cap S&P 500 Index I	5.74B	-4.31	8.88	12.31
Principal Preferred Securities Inst	3.81B	1.34	3.67	4.07
Principal Real Estate Securities In	3.42B	3.60	-0.78	6.04

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