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Principal Capital Appreciation Inst (PWCIX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal Capital Appreciation Inst (PWCIX) Fund

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

 

Graph of Principal Capital Appreciation Inst Fund (PWCIX) ManagerFund Manager - Theodore R. Jayne

Fund Manager Information

Fund Manager Tenure: 4.5 years
Fund Family: Principal Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Principal Capital Appreciation Inst Fund (PWCIX) ProfilePrincipal Capital Appreciation Inst Fund (PWCIX) Profile

Fund Profile and Description

Principal Capital Appreciation Inst Fund seeks to provide long-term growth of capital. Principal Capital Appreciation Inst 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 Inst (PWCIX) Fund Strength What we like about Principal Capital Appreciation Inst (PWCIX) Fund

Data for Principal Capital Appreciation Inst Fund (PWCIX) as of May 30, 2016

  • Principal Capital Appreciation Inst Fund (PWCIX) management has been with Principal Capital Appreciation Inst Fund for 4.5 years
  • Principal Capital Appreciation Inst Fund (PWCIX) has good short-term performance (1-year return 1.04% vs -1.15% Large Blend category median performance)
  • Principal Capital Appreciation Inst Fund (PWCIX) has good mid-term performance (3-year return 10.87% vs 9.43% Large Blend category median performance)
  • Principal Capital Appreciation Inst Fund (PWCIX) has good Long-term performance (5-year return 10.99% vs 10.15% Large Blend category median performance)
  • Principal Capital Appreciation Inst Fund (PWCIX) ratio of up-years vs down years is greater than 2
  • Principal Capital Appreciation Inst Fund (PWCIX) has a Morningstar rating of 4 and above
  • Asset base in Principal Capital Appreciation Inst Fund (PWCIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal Capital Appreciation Inst Fund (PWCIX) has an annual stock turnover rate of 14.00% vs Large Blend average of 53.12%. It is good that Principal Capital Appreciation Inst management does not trade extensively for its return.
  • Principal Capital Appreciation Inst Fund (PWCIX) 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 Inst Fund (PWCIX) has a lower expense ratio than its Large Blend average: 0.46% vs 1.02%
  • Principal Capital Appreciation Inst Fund (PWCIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal Capital Appreciation Inst Fund (PWCIX) Weakness What we are cautious about Principal Capital Appreciation Inst (PWCIX) Fund

Data for Principal Capital Appreciation Inst Fund (PWCIX) as of May 30, 2016

See Principal Capital Appreciation Inst Fund (PWCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal Capital Appreciation Inst Fund (PWCIX)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 Inst2.521.0410.8710.99
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 Inst Fund (PWCIX)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 Inst Fund (PWCIX) Net Asset TrackingPrincipal Capital Appreciation Inst (PWCIX) Fund Net Asset

Track net asset change of Principal Capital Appreciation Inst fund (PWCIX)

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

  

Graph of Principal Capital Appreciation Inst Fund (PWCIX) Portfolio TrackingPrincipal Capital Appreciation Inst (PWCIX) Fund Portfolio Allocation

Track portfolio allocation change of Principal Capital Appreciation Inst fund (PWCIX)

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 Inst Fund (PWCIX)

 

graph of Principal Capital Appreciation Inst Fund (PWCIX) Top 10 Position TrackingTop 10 Holdings in Principal Capital Appreciation Inst (PWCIX) Fund

Discover what Principal Capital Appreciation Inst Fund (PWCIX) 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 Inst Fund (PWCIX)

  

Latest News on Principal Capital Appreciation Inst (PWCIX) Fund

See what is happening with Principal Capital Appreciation Inst Fund (PWCIX)

 

Principal Capital Appreciation Inst Fund (PWCIX) Related ResourcesSee more information on Principal Capital Appreciation Inst (PWCIX) Fund

Popular pages on Principal Capital Appreciation Inst (PWCIX) Fund

  

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