Principal Capital Appreciation Fund

Principal Funds, Inc · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:CMNWXPWCIXPCAOXPCAQX
$5.12B NAV
101 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Principal Capital Appreciation Fund is an actively managed U.S. equity fund. 21% of CMNWX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks to provide long-term growth of capital.

Strategy · summarised

The fund seeks long-term capital growth and is non-diversified, meaning it may concentrate a higher percentage of assets in individual issuers than a diversified fund would. Because the fund's value depends on a limited number of holdings, changes in any single investment can produce larger swings in share price.

Expenses
0.45% 0.99%across 4 share classes
Share classExpense ratio
CMNWX0.73%
PWCIX0.45%
PCAOX0.99%
PCAQX0.68%

Portfolio turnover 55.80% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.02%
of net assets
Stocks97.36%
Cash & short-term2.66%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology31.7%
Financials11.7%
Communication Services10.2%
Industrials10.2%
9 smaller36.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
21%of stock holdings in top-quartile growers
covering 96% of the fund’s equity
Earnings growth
31%of stock holdings in top-quartile growers
covering 87% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 13 new7 exited

Largest new: UNH, BE, TRNO, AMD, TER, CHRW, C, ORCL

Exited: CRH, FICO, PG, KKR, CEG, PGR, KMI

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+26.92%+74.03%+81.78%12.72%-9.16%
+27.29%+75.62%+84.53%12.71%-9.10%
+26.62%+72.77%+79.60%12.72%-9.22%
+26.99%+74.31%+82.34%12.72%-9.16%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA7.14%$365.64M
Alphabet Inc - A SharesGOOGL5.89%$301.91M
Apple IncAAPL5.54%$284.04M
Microsoft CorpMSFT4.50%$230.82M
Amazon.com IncAMZN4.07%$208.29M
Broadcom IncAVGO3.20%$164.05M
Principal Funds, Inc - Government Money Market Fund - Class R-62.65%$135.81M
Visa IncV2.43%$124.65M
JPMorgan Chase & CoJPM2.28%$116.90M
Casey's General Stores IncCASY2.10%$107.53M
Showing 10 of 101Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 39.81% of net assets, top 25 58.51%, across 101 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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