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Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.94-0.04 (-0.05%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash1.31%
Stocks98.62%
Bonds0.07%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PWCIX
Basic materials
2.70%
Consumer cyclical
10.98%
Financial services
13.60%
Property
2.05%
Consumer defensive
4.37%
Healthcare
12.50%
Utilities
3.31%
Communication services
8.88%
Energy
4.72%
Industrials
10.59%
Technology
26.31%

Equity holdings

AveragePWCIXCategory average
Price/Earnings0.040.04
Price/book0.210.21
Price/sales0.390.4
Price/Cash flow0.060.06
Median market cap234,132.66335,222.28
3-year earnings growth23.4321.25

Bond holdings

AveragePWCIXCategory average
MaturityN/AN/A
DurationN/A4.6
Credit qualityN/AN/A

Bond ratings

Sector(s)PWCIX
US government0.17%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (33.85% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT6.08%
Apple IncAAPL4.72%
Alphabet Inc Class AGOOGL3.78%
NVIDIA CorpNVDA3.77%
Amazon.com IncAMZN3.62%
Broadcom IncAVGO2.87%
JPMorgan Chase & CoJPM2.61%
Visa Inc Class AV2.38%
Meta Platforms Inc Class AMETA2.23%
Merck & Co IncMRK1.79%