- What does CMNWX invest in?
- This fund primarily invests in the stock of companies across all market capitalizations, though it demonstrates a notable inclination towards larger capitalization businesses rather than small or medium-sized ones. The portfolio managers look for companies whose shares they believe are undervalued compared to their intrinsic private market worth (the theoretical sale price of the entire business). Additionally, they favor businesses that boast a strong competitive edge or operate in sectors with significant hurdles for new entrants.
- What is the expense ratio of CMNWX?
- Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX) charges an expense ratio of 0.73%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CMNWX?
- Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX) manages $5.42B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CMNWX actively managed or an index fund?
- CMNWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CMNWX launched?
- Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX) launched in June 1996 and is managed by the fund issuer.
- How has CMNWX performed?
- CMNWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
