NASDAQ · Asset Management

Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX) Stock

$92.26 -0.35% NASDAQ: CMNWX Financial Services

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).

Valuation

MetricValue
Price$92.26
Market Cap$5.47B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$92.58
52-Week Low$76.97
Dividend Yield3.31%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y19.06%
Return 3Y73.25%
Return 5Y79.11%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ANOIXAmerican Century Small Cap Growth Fund - Investor Class $26.33 +0.15% $6.22B 6.27%
ANONXAmerican Century Small Cap Growth Fund - I Class $27.88 +0.14% $6.23B 5.92%
BALPXBlackRock Event Driven Equity Inv A $9.99 -0.20% $4.93B 3.80%
JENIXJensen Quality Growth Fund $46.46 -0.56% $2.89B 0.06%
JENSXJensen Quality Growth Fund Cl J $46.54 -0.58% $2.94B 0.04%

About Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A

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.

Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A is headquartered in US.

Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX) stock trades at $92.26 with a market capitalization of $5.47B. Over the past 52 weeks the stock has ranged between $76.97 and $92.58, and currently trades at its 52-week high. It pays a dividend yielding 3.31%.

Official website: www.principalam.com/us

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