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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