Principal Capital Appreciation Fund Quote
| CMNWX Fund | USD 79.95 0.46 0.57% |
PerformanceVery Weak
| Odds Of DistressLow
|
Principal Capital is trading at 79.95 as of the 25th of February 2025; that is 0.57% down since the beginning of the trading day. The fund's open price was 80.41. Principal Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of March 2023 and ending today, the 25th of February 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. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value , have a competitive advantage, andor that have barriers to entry in their respective industries.. More on Principal Capital Appreciation
Moving together with Principal Mutual Fund
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Large Blend, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Principal Capital Appreciation [CMNWX] is traded in USA and was established 25th of February 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 1.4% with the current yeild of 0.0%, while the total return for the last 3 years was 14.04%.
Check Principal Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Principal Capital Appreciation Mutual Fund Constituents
| NEE | Nextera Energy | Stock | Utilities | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| DFS | Discover Financial Services | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| TMUS | T Mobile | Stock | Communication Services |
Principal Capital Risk Profiles
| Mean Deviation | 0.7345 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.04) |
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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