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Principal Capital Appreciation A (CMNWX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal Capital Appreciation A (CMNWX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Principal Capital Appreciation A Fund (CMNWX) ManagerFund Manager - Theodore R. Jayne

Fund Manager Information

Fund Manager Tenure: 3.6 years
Similar Funds: CMNCX 
Fund Family: Principal Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Principal Capital Appreciation A Fund (CMNWX) ProfilePrincipal Capital Appreciation A Fund (CMNWX) Profile

Fund Profile and Description

Principal Capital Appreciation A Fund seeks to provide long-term growth of capital. Principal Capital Appreciation A Fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in the common stocks of small, medium, and large-capitalization companies. It may invest up to 20% of assets in both REIT securities and below-investment-grade fixed-income securities.

 

Principal Capital Appreciation A (CMNWX) Fund Strength What we like about Principal Capital Appreciation A (CMNWX) Fund

Data for Principal Capital Appreciation A Fund (CMNWX) as of May 30, 2016

  • Principal Capital Appreciation A Fund (CMNWX) management has been with Principal Capital Appreciation A Fund for 3.6 years
  • Principal Capital Appreciation A Fund (CMNWX) has good short-term performance (1-year return 0.64% vs -1.15% Large Blend category median performance)
  • Principal Capital Appreciation A Fund (CMNWX) has good mid-term performance (3-year return 10.45% vs 9.43% Large Blend category median performance)
  • Principal Capital Appreciation A Fund (CMNWX) has good Long-term performance (5-year return 10.54% vs 10.15% Large Blend category median performance)
  • Principal Capital Appreciation A Fund (CMNWX) ratio of up-years vs down years is greater than 2
  • Asset base in Principal Capital Appreciation A Fund (CMNWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal Capital Appreciation A Fund (CMNWX) has an annual stock turnover rate of 14.00% vs Large Blend average of 53.12%. It is good that Principal Capital Appreciation A management does not trade extensively for its return.
  • Principal Capital Appreciation A Fund (CMNWX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.28, lower than category average of 11.67
  • Principal Capital Appreciation A Fund (CMNWX) has a lower expense ratio than its Large Blend average: 0.84% vs 1.02%

Principal Capital Appreciation A Fund (CMNWX) Weakness What we are cautious about Principal Capital Appreciation A (CMNWX) Fund

Data for Principal Capital Appreciation A Fund (CMNWX) as of May 30, 2016

  • Principal Capital Appreciation A Fund (CMNWX) has a Morningstar rating of 3 and below
  • Principal Capital Appreciation A Fund (CMNWX) carries a 5.5% load
See Principal Capital Appreciation A Fund (CMNWX) performance details as of May 30, 2016

 

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Compare Principal Capital Appreciation A Fund (CMNWX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal Capital Appreciation A2.340.6410.4510.54
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Principal Capital Appreciation A Fund (CMNWX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Principal Capital Appreciation A Fund (CMNWX) Net Asset TrackingPrincipal Capital Appreciation A (CMNWX) Fund Net Asset

Track net asset change of Principal Capital Appreciation A fund (CMNWX)

DateNet Asset
05/2016$2.55B
03/2016$2.54B
02/2016$2.40B
More historic net asset information on Principal Capital Appreciation A Fund (CMNWX)

  

Graph of Principal Capital Appreciation A Fund (CMNWX) Portfolio TrackingPrincipal Capital Appreciation A (CMNWX) Fund Portfolio Allocation

Track portfolio allocation change of Principal Capital Appreciation A fund (CMNWX)

DateCashStockBondOther
04/20162.07%97.94%0%0%
02/20162.2%97.81%0%0%
01/20161.49%98.51%0%0%
Click here to see more historic asset allocation information on Principal Capital Appreciation A Fund (CMNWX)

 

graph of Principal Capital Appreciation A Fund (CMNWX) Top 10 Position TrackingTop 10 Holdings in Principal Capital Appreciation A (CMNWX) Fund

Discover what Principal Capital Appreciation A Fund (CMNWX) manager is buying

Apr 29, 2016
Apple Inc. [3.12%]
Microsoft Corporation [2.16%]
Verizon Communications Inc. Com [2.13%]
Wells Fargo & Company Common St [1.7%]
Exxon Mobil Corporation Common [1.64%]
Allergan plc Ordinary Shares [1.49%]
Comcast Corporation [1.43%]
Johnson & Johnson Common Stock [1.41%]
Facebook, Inc. [1.4%]
Alphabet Inc. [1.39%]

Feb 28, 2016
Apple Inc. [3.7%]
Microsoft Corporation [2.44%]
Verizon Communications Inc. Com [2.23%]
Wells Fargo & Company Common St [1.85%]
Johnson & Johnson Common Stock [1.8%]
Exxon Mobil Corporation Common [1.56%]
Facebook, Inc. [1.54%]
Alphabet Inc. [1.48%]
CVS Health Corporation Common S [1.39%]
Amazon.com, Inc. [1.32%]

Jan 30, 2016
Apple Inc. [3.35%]
Microsoft Corporation [2.52%]
Wells Fargo & Company Common St [2.02%]
Verizon Communications Inc. Com [2.02%]
Alphabet Inc. [1.88%]
Johnson & Johnson Common Stock [1.83%]
Xcel Energy Inc. Common Stock [1.53%]
Walt Disney Company (The) Commo [1.5%]
CVS Health Corporation Common S [1.36%]
Exxon Mobil Corporation Common [1.32%]
Click here for Stock Holding Change Map in Principal Capital Appreciation A Fund (CMNWX)

  

Latest News on Principal Capital Appreciation A (CMNWX) Fund

See what is happening with Principal Capital Appreciation A Fund (CMNWX)

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Principal Capital Appreciation A Fund (CMNWX) Related ResourcesSee more information on Principal Capital Appreciation A (CMNWX) Fund

Popular pages on Principal Capital Appreciation A (CMNWX) Fund

  

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