Principal Capital Appreciation Fund Institutional Class (PWCIX) - Large Blend fund with $3.82 Billion in assets. The fund allocates 39.41% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple Inc at 5.54% of total assets. This is followed by Microsoft Corp (4.51%) and NVIDIA Corp (7.14%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc | 5.54% | - | - |
| Microsoft Corp | 4.51% | - | - |
| NVIDIA Corp | 7.14% | - | - |
| Alphabet Inc - A Shares | 5.89% | - | - |
| Amazon.com Inc | 4.07% | - | - |
| JPMorgan Chase Co | 2.28% | - | - |
| Meta Platforms Inc | 2.30% | - | - |
| Broadcom Inc | 3.20% | - | - |
| Visa Inc | 2.43% | - | - |
| UnitedHealth Group Inc | 2.05% | - | - |
| Costco Wholesale Corp | 1.82% | - | - |
| Principal Government Money Market Fund - Class R-6 | 1.81% | - | - |
| TJX Cos Inc/The | 1.75% | - | - |
| Principal Funds, Inc - Government Money Market Fund - Class R-6 | 2.65% | - | - |
| Casey's General Stores Inc | 2.10% | - | - |