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Principal Capital Appreciation R5 (PCAQX)
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75.67 - YTD Return 7.23%
- Expense Ratio 0.46%
- Category Large Blend
- Last Cap Gain 31.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 4.2B
- Beta (5Y Monthly) 0.99
- Yield 0.71%
- 5y Average Return --
- Holdings Turnover 48.20%
- Last Dividend 0.51
- Inception Date Jun 7, 1999
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
4.2B
Net Assets
1999-06-07
Inception Date
Performance Overview: PCAQX
Trailing returns as of 5/10/2024. Category is Large Blend.
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Holdings: PCAQX
Top 10 Holdings (33.64% of Total Assets)
Sector Weightings
SectorPCAQX
Technology 26.96%
Financial Services 13.81%
Healthcare 12.61%
Consumer Cyclical 11.10%
Industrials 10.61%
Communication Services 8.57%
Energy 4.32%
Consumer Defensive 4.11%
Basic Materials 3.00%
Utilities 2.61%
Real Estate 2.29%
Recent News: PCAQX
Research Reports: PCAQX
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