Principal Capital Appreciation Fund

Principal Capital Appreciation Fund is a registered fund series of Principal Funds, Inc (series S000014238). Net assets $5.1B as of 2026-04-30.

Profile

Advisers

Top holdings (101 reported)

Showing 15 of 101 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp$365.6M713.66%
Alphabet Inc - A Shares$301.9M589.27%
Apple Inc$284.0M554.40%
Microsoft Corp$230.8M450.52%
Amazon.com Inc$208.3M406.55%
Broadcom Inc$164.1M320.20%
Principal Funds, Inc - Government Money Market Fund - Class R-6$135.8M265.08%
Visa Inc$124.7M243.30%
JPMorgan Chase & Co$116.9M228.17%
Casey's General Stores Inc$107.5M209.89%
Meta Platforms Inc$101.0M197.13%
Exxon Mobil Corp$93.6M182.72%
TJX Cos Inc/The$88.3M172.25%
Marathon Petroleum Corp$73.8M144.12%
Taiwan Semiconductor Manufacturing Co Ltd$68.8M134.24%

Net asset history

Report dateNet assets
2026-04-30$5.1B
2026-01-31$4.8B
2025-10-31$5.2B
2025-07-31$5.1B
2025-04-30$4.4B
2025-01-31$4.9B
2024-10-31$4.7B
2024-07-31$4.6B

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