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Nasdaq - Delayed Quote USD

Principal Capital Appreciation R1 (PCAMX)

84.86
+0.32
+(0.38%)
As of November 22 at 8:00:55 PM EST. Market Open.
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  • Previous Close 84.54
  • YTD Return 21.14%
  • Expense Ratio 1.32%
  • Category Large Blend
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.94B
  • Beta (5Y Monthly) 0.97
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 48.20%
  • Last Dividend 0.09
  • Inception Date Nov 24, 1986

The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.

Principal Funds

Fund Family

Large Blend

Fund Category

4.94B

Net Assets

1986-11-24

Inception Date

More about Principal Capital Appreciation R1

Performance Overview: PCAMX

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Trailing returns as of 11/21/2024. Category is Large Blend.

YTD Return

PCAMX
21.14%
Category
5.31%
 

1-Year Return

PCAMX
38.36%
Category
20.31%
 

3-Year Return

PCAMX
9.01%
Category
6.48%
 

5-Year Return

PCAMX
14.61%
Category
11.78%
 

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Holdings: PCAMX

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Sector Weightings

SectorPCAMX
Technology   28.69%
Financial Services   15.03%
Consumer Cyclical   12.50%
Healthcare   10.14%
Industrials   9.69%
Communication Services   8.53%
Consumer Defensive   3.94%
Energy   3.52%
Utilities   3.30%
Real Estate   2.32%
Basic Materials   2.32%
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Recent News: PCAMX

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Research Reports: PCAMX

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