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PCAQX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal Capital Appreciation R5 (PCAQX) Ownership - Who owns Principal Capital Appreciation R5?

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
0.68
Min. Initial Investment
N/A
Fund Existence
over 15 years
Turnover
41.40
Front Load
N/A
Net Assets
5100573000.00
Manager Tenure
N/A

Fundamentals

PCAQX
Net Assets
5.1B
Fund Existence
over 15 years
Turnover
41.40
Total Expense Ratio
0.68
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
0.68
Assets in Top Ten Holdings
1.46B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
45.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.42
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
96.00
Number of Net Holdings
96.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
37.27%
Gain YTD
6.065
Annual Yield % from dividends
0.48
Returns for 1 year
12.55
Returns for 3 years
51.87
Returns for 5 years
66.26
Returns for 10 years
56.66
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

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