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Principal Capital Appreciation Inst (PWCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.38-0.24 (-0.30%)
At close: 08:05AM EDT

Overall portfolio composition (%)

Cash3.35%
Stocks96.65%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PWCIX
Basic materials
2.64%
Consumer cyclical
10.68%
Financial services
13.43%
Property
2.19%
Consumer defensive
4.57%
Healthcare
11.64%
Utilities
3.68%
Communication services
8.73%
Energy
4.46%
Industrials
9.83%
Technology
28.15%

Equity holdings

AveragePWCIXCategory average
Price/Earnings0.040.04
Price/book0.190.21
Price/sales0.350.4
Price/Cash flow0.060.06
Median market cap247,061.98335,222.28
3-year earnings growth24.4421.25

Bond holdings

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

Bond ratings

Sector(s)PWCIX
US government0.16%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (35.31% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT6.18%
Apple IncAAPL5.69%
NVIDIA CorpNVDA3.84%
Alphabet Inc Class AGOOGL3.79%
Principal Government Money Market R-6PGWXX3.31%
Amazon.com IncAMZN2.83%
Broadcom IncAVGO2.80%
JPMorgan Chase & CoJPM2.61%
Visa Inc Class AV2.28%
Meta Platforms Inc Class AMETA1.98%