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

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.

Market snapshot

Symbol
CMNWX
Price
$90.16
Day change
+1.04%
Market cap
$5.4B
52-week range
76.97-91.39
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Small Cap Growth Fund - Investor Class (ANOIX)
  • American Century Small Cap Growth Fund - I Class (ANONX)
  • BlackRock Event Driven Equity Inv A (BALPX)
  • Jensen Quality Growth Fund Class I (JENIX)
  • Jensen Quality Growth Fund Cl J (JENSX)
  • Jensen Quality Growth Fund Class Y (JENYX)
  • Mairs & Power Growth Fund Investor Class (MPGFX)
  • T. Rowe Price Em Mkts Discv Stk (PRIJX)

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