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Investment Type: pifretail

Capital Appreciation Fund (A) (CMNWX)

Quick Facts Ticker: CMNWX Inception Date: 11/24/1986 Morningstar Category: Large Blend Total Net Assets (mil): $4,525.27	Investment Strategy    What's this? The investment seeks to provide long-term growth of capital. The fund invests primarily in equity securities of U.S. companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. Those managing its investments seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.
Morningstar Style Box™   as of 02/28/2026    What's this?	Overall Morningstar Star Rating™   as of 03/31/2026    What's this? Out of 1212 Large Blend Funds Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.

Total Returns

Month-End | Quarter-End

Average Annual Total Returns as of 03/31/2026

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Excluding Sales Charge % -5.24 -3.89 -3.89 15.37 17.38 11.81 13.66 12.52 Including Sales Charge % -10.45 -9.18 -9.18 9.03 15.19 10.55 13.02 12.36 Russell 1000 Index % -4.97 -4.18 -4.18 17.74 18.14 11.34 13.97 --- Large Blend Category % -5.28 -3.86 -3.86 15.66 16.19 10.29 12.77 --- Morningstar Percentile Rankings** --- --- --- 61 45 25 33 --- # of Funds in Category 1395 1383 1383 1312 1212 1122 886 ---

* Inception Date: 11/24/1986

**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.

Expenses   as of 03/31/2026 Total Investment Expense - Gross: 0.73% Total Investment Expense - Net: 0.73% Maximum Up-front Sales Charge: 5.50% Contingent Deferred Sales Charge: 1.00% 12b-1 Fee: 0.25%

Inv Manager or Sub-Advisor

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Principal Global Investors

Portfolio Managers

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Daniel R. Coleman Since 05/19/2010 M.B.A. , New York University

Theodore Jayne , CFA Since 09/30/2015 B.A. , Harvard University