Principal Capital Appreciation Fund Quote

CMNWX Fund  USD 75.55  0.01  0.01%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Capital is trading at 75.55 as of the 21st of March 2025; that is 0.01% down since the beginning of the trading day. The fund's open price was 75.56. 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 21st of December 2024 and ending today, the 21st of March 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

  0.74SABPX Strategic Asset ManaPairCorr
  0.81SACAX Strategic Asset ManaPairCorr
  0.84SAGPX Strategic Asset ManaPairCorr

Moving against Principal Mutual Fund

  0.42PFUMX Finisterre UnconstrainedPairCorr
  0.42PGBLX Global Diversified IncomePairCorr
  0.41PFISX International Small PanyPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Large Blend, Principal Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Capital Appreciation [CMNWX] is traded in USA and was established 21st of March 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 0.63% with the current yeild of 0.0%, while the total return for the last 3 years was 12.63%.
Check Principal Capital Probability Of Bankruptcy

Instrument Allocation

Top Principal Capital Appreciation Mutual Fund Constituents

XELXcel EnergyStockUtilities
KRKroger CompanyStockConsumer Staples
MCHPMicrochip TechnologyStockInformation Technology
MSFTMicrosoftStockInformation Technology
SCHWCharles Schwab CorpStockFinancials
JNJJohnson JohnsonStockHealth Care
PEPPepsiCoStockConsumer Staples
USBUS BancorpStockFinancials
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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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Price Exposure Probability
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