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CMNWX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
4.19B

CMNWX Principal Capital Appreciation A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom (NASDAQ:AVGO), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks to provide long-term growth of capital. The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.

Market Cap

The average market capitalization across the Principal Capital Appreciation A MF is 848.52B. The market cap for tickers in the group ranges from 321.25B to 3T. MSFT holds the highest valuation in this group at 3T. The lowest valued company is COST at 321.25B.

Volume

The average weekly volume growth across all stocks in the Principal Capital Appreciation A MF was 4%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 48
Price Growth Rating: 32
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: -41 (-100 ... +100)
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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
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CMNWX and

Correlation & Price change

A.I.dvisor indicates that over the last year, CMNWX has been closely correlated with VSTSX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMNWX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMNWX
1D Price
Change %
CMNWX100%
-0.48%
VSTSX - CMNWX
68%
Closely correlated
-0.52%
VTSMX - CMNWX
68%
Closely correlated
-0.51%
VSMPX - CMNWX
68%
Closely correlated
-0.51%
VTSAX - CMNWX
67%
Closely correlated
-0.52%
VITSX - CMNWX
67%
Closely correlated
-0.52%
More