Skip to Content
Morningstar

Principal Capital Appreciation R4 PCAPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 76.25  /  +0.16 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.62%
  • Turnover 48%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PCAPX

Will PCAPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCAPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Principal Capital Appreciation R4's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCAPX

More PCAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.08 255.8 Mil
Technology

Apple Inc

4.72 198.3 Mil
Technology

Alphabet Inc Class A

3.78 159.1 Mil
Communication Services

NVIDIA Corp

3.77 158.4 Mil
Technology

Amazon.com Inc

3.62 152.2 Mil
Consumer Cyclical

Broadcom Inc

2.87 120.8 Mil
Technology

JPMorgan Chase & Co

2.61 109.8 Mil
Financial Services

Visa Inc Class A

2.38 99.9 Mil
Financial Services

Meta Platforms Inc Class A

2.23 93.6 Mil
Communication Services

Merck & Co Inc

1.79 75.2 Mil
Healthcare