Principal Capital Appreciation Fund Quote

PWCIX Fund  USD 93.17  0.19  0.20%   

Performance

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Odds Of Distress

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Principal Capital is trading at 93.17 as of the 16th of December 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 93.36. Principal Capital has about a 22 % 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 19th of June 2025 and ending today, the 16th of December 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

  0.91SABPX Strategic Asset ManaPairCorr
  0.64SACAX Strategic Asset ManaPairCorr
  0.66SAGPX Strategic Asset ManaPairCorr
  0.83PFIJX Strategic Asset ManaPairCorr
  0.76PFIEX International EquityPairCorr
  0.83PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Large Blend, Principal Funds (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of March 2025
Fiscal Year EndOctober
Principal Capital Appreciation [PWCIX] is traded in USA and was established 16th of December 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 at this time has accumulated 5 B in assets with no minimum investment requirementsPrincipal Capital is currently producing year-to-date (YTD) return of 6.88% with the current yeild of 0.01%, while the total return for the last 3 years was 19.4%.
Check Principal Capital Probability Of Bankruptcy

Instrument Allocation

Top Principal Capital Appreciation Mutual Fund Constituents

COSTCostco Wholesale CorpStockConsumer Staples
VVisa Class AStockFinancials
PEPPepsiCoStockConsumer Staples
KRKroger CompanyStockConsumer Staples
AAPLApple IncStockInformation Technology
BAThe BoeingStockIndustrials
CVXChevron CorpStockEnergy
DISWalt DisneyStockCommunication Services
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Principal Capital Top Holders

SCUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PIFIXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
SAUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PCGPXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
SAIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
SCIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
PSBIXStrategic Asset ManagementMutual FundAllocation--50% to 70% Equity
PCWIXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
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.
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