Request URL: http://rp.www.principal.com/InvestmentProfiles/overview.faces
Investment Type: pifretail

Capital Appreciation Fund (A) (CMNWX)






Class A | Class C | Class I

Quick Facts


CMNWX
11/24/1986
Large Blend
$1,830.19

Investment Strategy

   What's this?
The investment seeks to provide long-term growth of capital. The fund invests primarily in equity securities of companies with any market capitalization, but has a greater exposure to large market capitalization companies than small or medium market capitalization companies. It invests in equity securities with value and/or growth characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.




Morningstar Style Box™

  as of 10/31/2018
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 11/30/2018
   What's this?

Out of 1207 Large Blend Funds

StarRating

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



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

Where gross and net expense ratios differ, the investment adviser has contractually agreed to limit the investment option's expenses. Differences also may be due to the investment adviser's decision to pay (through the same dates) certain expenses that would normally be payable by the fund.


Month-End | Quarter-End
Average Annual Total Returns as of 11/30/2018
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Excluding Sales Charge % 2.89 -3.71 5.68 6.59 10.71 10.28 13.72 12.19
Including Sales Charge % -2.76 -9.01 -0.12 0.73 8.64 9.04 13.08 11.99
Russell 3000 Index % 2.00 -5.35 4.48 5.53 11.80 10.62 14.51 ---
Large Blend Category % 2.08 -4.65 3.03 4.26 10.38 9.24 13.30 ---
Morningstar Percentile Rankings** --- --- --- 19 53 35 42 ---
# of Funds in Category 1481 1467 1412 1402 1207 1068 808 ---
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 11/30/2018
Total Investment Expense - Gross: 0.82%
Total Investment Expense - Net: 0.82%
Maximum Up-front Sales Charge: 5.50%
Contingent Deferred Sales Charge: 1.00%
12b-1 Fee: 0.25%



Inv Manager or Sub-Advisor

   What's this?
Principal Global Investors



Portfolio Managers

   What's this?
Daniel R. Coleman
Since 05/19/2010
M.B.A. , New York University

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






Morningstar
2018 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The full name of this investment option is Principal Capital Appreciation Fund (A).

Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.

Principal Funds are distributed by Principal Funds Distributor, Inc.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

The Russell 3000 Index is constructed to provide a comprehensive barometer of the broad market and accounts for nearly 98% of the total value of all equity traded on the U.S. exchanges. It measures the stocks that are also members of either the Russell 1000 or the Russell 2000 indexes.

Small-cap and mid-cap stocks may have additional risks, including greater price volatility.