CMNWX Rating, Research - Principal Capital Appreciation A

Principal Capital Appreciation A (cmnwx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 92

Threats + Weaknesses = 82

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cmnwx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Principal Capital Appreciation A (CMNWX) Description: CMNWX is a mutual fund, which is an investment that owns a basket of assets. The CMNWX mutual fund was provided by Principle and this investment vehicle derives the majority of its value from equity holdings (stocks). Principles mutual fund has a medium management tenure and is in the average fund size classification. CMNWXs minimum initial investment amount is $1000 while the IRA minimum is $0. CMNWXs expense ratio is roughly 1%. The latest CMNWXs front end load was 6% and the back end load was 0%. The Principal Capital Appreciation A (CMNWX) mutual fund falls under the large-cap mixed category. CMNWX focuses its investments in USA and CMNWX is not affiliated with a particular industry or fund sector. The Principal Capital Appreciation A (CMNWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CMNWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CMNWXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of shareholders?? capital. The fund invests primarily in equity securities (see equity research) of U.S. companies. It typically invests in medium- and large-capitalization companies, but may also invest in small-capitalization companies. The fund may invest up to 20% of net assets in the securities of foreign issuers.


Management Analysis Update


Performance Analysis Update