Principal Capital Appreciation FundPWCIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$5.1B
Expense ratio
0.45%
1-year return
+16.7%
3 years, a year
+19.7%
5 years, a year
+12.2%
12-month yield
7.75%
Holdings
101
What it aims to do.
The Fund seeks to provide long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 7.14% |
| GOOGL Alphabet Inc - A Shares | 5.89% |
| AAPL Apple Inc | 5.54% |
| MSFT Microsoft Corp | 4.50% |
| AMZN Amazon.com Inc | 4.07% |
| AVGO Broadcom Inc | 3.20% |
| Principal Funds, Inc - Government Money Market Fund - Class R-6 | 2.65% |
| V Visa Inc | 2.43% |
| JPM JPMorgan Chase & Co | 2.28% |
| CASY Casey's General Stores Inc | 2.10% |
More on PWCIX.
- PWCIX overview
- PWCIX holdings
- PWCIX risk
- PWCIX costs
- PWCIX money in and out
- PWCIX share classes
- Compare PWCIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.