PWCIX Mutual Fund
PWCIX Mutual Fund
Principal Capital Appreciation Fund Institutional Class
PWCIX Mutual Fund Overview
PWCIX Mutual Fund (Principal Capital Appreciation Fund Institutional Class) is managed by Principal Funds with $2.30B in net assets. PWCIX expense ratio is 0.45%, holding 95 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1999-06-07.
PWCIX performance shows a YTD return of 9.30%. The 1-year return is 20.17% and the 5-year return is 13.13%. PWCIX dividend yield stands at 7.87%, paid annually.
PWCIX top holdings include Nvidia Corp (7.2%), 'alphabet Inc., Class 'a'' (5.8%), Apple Inc (5.8%), Microsoft Corp 4.100 Feb 06 37 (4.8%), Amazon.Com Inc (4.1%). View all PWCIX holdings, sector breakdown, or dividend history.
PWCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.