CMNWX Mutual Fund
CMNWX Mutual Fund
CMNWX Mutual Fund
Principal Capital Appreciation Fund Class A
CMNWX Mutual Fund Overview
CMNWX Mutual Fund (Principal Capital Appreciation Fund Class A) is managed by Principal Funds with $1.53B in net assets. CMNWX expense ratio is 0.73%, holding 101 positions across various sectors. Inception date: 1986-11-24.
CMNWX performance shows a YTD return of 8.03%. The 1-year return is 15.60% and the 5-year return is 11.96%. CMNWX dividend yield stands at 7.61%, paid annually.
CMNWX top holdings include Abbvie Inc 5.05 03/15/2034 (7.1%), Biogen Inc 2.25 05/01/2030 (5.9%), Waste Connections Inc 5.25 09/01/2035 (5.4%), American Tower Corp 2.75 01/15/2027 (3.9%), Truist Bank 4.63 09/17/2029 (3.7%). Go to all CMNWX holdings, CMNWX sectors, or CMNWX dividends.
CMNWX can be compared against other funds. Use CMNWX overlap to find shared positions, or CMNWX vs another fund for a side-by-side view. CMNWX alternatives are available via the screener, along with tax-loss harvesting opportunities.