About PWCIX
The Principal Capital Appreciation Fund Institutional Class is a mutual fund designed to provide long-term growth of capital by primarily investing in equity securities across all market capitalizations, with a strong emphasis on large-cap U.S. companies. Its investment strategy targets businesses believed to be trading at a discount to their private market value, favoring firms with sustainable competitive advantages and robust barriers to entry. Managed by experienced professionals, the fund focuses on a diversified portfolio with notable holdings in major technology, communication services, consumer discretionary, and financial services companies, such as Microsoft, Apple, NVIDIA, Amazon, and JPMorgan Chase. Classified within the Large Blend Morningstar category, the fund seeks to balance both growth and value characteristics, mirroring the broader U.S. equity market. With a considerable asset base and an annual dividend distribution, it plays a significant role for institutional investors seeking diversified equity exposure and capital appreciation over the long term, benchmarking its performance mainly against the Russell 1000 Index.
Fund Family Principal Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol PWCIX
Share Class Institutional Class
Index Russell 3000 TR
PWCIX had a total return of 21.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.69%.
