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Principal Capital Appreciation A Fund (CMNWX) in Focus - Best of Funds

Principal Capital Appreciation A ( CMNWX ) a Zacks Ranked #1 (Strong Buy) was incepted in November 1986 and is managed by WM Advisors, Inc. CMNWX seeks long-term growth of capital by primarily investing a lion's share of CMNWX's net assets in the common stocks of West Coast companies. CMNWX may also invest in money market instruments for temporary defensive purposes. CMNWX may invest a maximum of 20% of its assets in REITs. CMNWX offers dividends and capital gains annually.

This Large Blend fund, as of the last filing, allocates their fund in five major groups; Large Value, Large Growth, Foreign Bond, Small Value and Foreign Stock. Further, as of the last filing, Apple Inc, Wells Fargo & Company and Microsoft Corp were the top holdings for CMNWX.

The Principal Capital Appreciation A, managed by Principal Fin , carries an expense ratio of 0.83. Moreover, CMNWX requires a minimal initial investment of $1,000.

CMNWX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 7.83%, 3 year 17.14% and 5 year 15.73%. To see how this fund performed compared in its category, please click here .

CMNWX's performance, as of the last filing, when compared to funds in its category was in the top 36% in 1 year, top 48% over the past 3 years, and in the 57% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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