PWCIX Mutual Fund
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 $5.18B in net assets. PWCIX expense ratio is 0.45%, holding 101 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1999-06-07.
PWCIX performance shows a YTD return of 10.58%. The 1-year return is 16.65% and the 5-year return is 12.15%. PWCIX dividend yield stands at 7.78%, paid annually.
PWCIX top holdings include Nvidia Corp (7.0%), Apple, Inc (6.5%), Alphabet Inc,class A (5.5%), Microsoft Corp (4.9%), Amazon.Com Inc (4.0%). Go to all PWCIX holdings, PWCIX sectors, or PWCIX dividends.
PWCIX can be compared against other funds. Use PWCIX overlap to find shared positions, or PWCIX vs another fund for a side-by-side view. PWCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.