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PCAOX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal Capital Appreciation R3 (PCAOX) Ownership - Who owns Principal Capital Appreciation R3?

The investment seeks to provide long-term growth of capital... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.01
Min. Initial Investment
N/A
Fund Existence
about 15 years
Turnover
41.40
Front Load
N/A
Net Assets
4495740400.00
Manager Tenure
N/A

Fundamentals

PCAOX
Net Assets
4.5B
Fund Existence
about 15 years
Turnover
41.40
Total Expense Ratio
1.01
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
1.46B
Average Credit Quality
N/A
Average Effective Duration
0.15
Average Effective Maturity
0.15
Fund of Funds
No
Fund Share Class Net Assets
44.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.43
Modified Duration
0.15
No Load Fund
Yes
Number of Long Holdings
96.00
Number of Net Holdings
97.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
37.36%
Gain YTD
-4.624
Annual Yield % from dividends
0.30
Returns for 1 year
2.71
Returns for 3 years
24.63
Returns for 5 years
100.55
Returns for 10 years
36.40
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com