Principal Capital Appreciation Fund Quote

CMNWX Fund  USD 89.78  1.01  1.14%   

Performance

Soft

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Capital is trading at 89.78 as of the 26th of November 2025; that is 1.14% up since the beginning of the trading day. The fund's open price was 88.77. Principal Capital has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of August 2025 and ending today, the 26th of November 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

  0.96SABPX Strategic Asset ManaPairCorr
  0.94SACAX Strategic Asset ManaPairCorr
  0.96SAGPX Strategic Asset ManaPairCorr
  0.89PFIJX Strategic Asset ManaPairCorr
  0.72PFIEX International EquityPairCorr
  0.88PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Large Blend, Principal Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Capital Appreciation [CMNWX] is traded in USA and was established 26th of November 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 currently has accumulated 3.53 B in assets under management (AUM) with no minimum investment requirementsPrincipal Capital is currently producing year-to-date (YTD) return of 6.71% with the current yeild of 0.0%, while the total return for the last 3 years was 17.86%.
Check Principal Capital Probability Of Bankruptcy

Instrument Allocation

Top Principal Capital Appreciation Mutual Fund Constituents

KRKroger CompanyStockConsumer Staples
COSTCostco Wholesale CorpStockConsumer Staples
HDThe Home DepotStockConsumer Discretionary
SCHWCharles Schwab CorpStockFinancials
XELXcel EnergyStockUtilities
CVXChevron CorpStockEnergy
CSCOCisco SystemsStockInformation Technology
MSFTMicrosoftStockInformation Technology
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.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Transaction History
View history of all your transactions and understand their impact on performance