Principal Capital Appreciation Fund R-2 Class (PCANX)
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Principal Capital Appreciation Fund R-2 Class
Principal Financial Group
711 High Street
Des Moines, IA 50392
800-222-5852
Management Information
Theodore R. Jayne,Lead Manager since September 29, 2015
Theodore Jayne has been with Principal® since 2015. Prior to that, he was a Managing Director and Portfolio Manager at Wellington Management Company, LLP from 1998 to 2014. He earned a bachelor’s degree in Anthropology from Harvard University. Mr. Jayne has earned the right to use the Chartered Financial Analyst designation.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyPrincipal Funds
Net Assets1.98B
YTD Return2.88%
Yield0.33%
Morningstar Rating★★★
Inception DateFeb 28, 2010
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover35.40%
Average for CategoryN/A
Fees & Expenses
ExpensePCANXCategory Average
Annual Report Expense Ratio (net)1.24%0.78%
Prospectus Net Expense Ratio1.24%N/A
Prospectus Gross Expense Ratio1.24%N/A
Max 12b1 Fee0.30%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection393N/A
5 Yr Expense Projection681N/A
10 Yr Expense Projection1,500N/A
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