Morningstar

Principal Capital Appreciation Select ETF LCAP

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis LCAP

Will LCAP outperform in the 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 LCAP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCAP 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 LCAP’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Capital Appreciation Sel ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LCAP

More LCAP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.37 140M
Technology

Apple Inc

7.04 134M
Technology

Microsoft Corp

5.57 106M
Technology

Alphabet Inc Class A

4.42 84M
Communication Services

Amazon.com Inc

4.02 76M
Consumer Cyclical

Visa Inc Class A

3.60 68M
Financial Services

State Street Instl US Govt MMkt Premier

3.17 60M
Cash and Equivalents

Meta Platforms Inc Class A

2.97 56M
Communication Services

Eli Lilly and Co

2.68 51M
Healthcare

JPMorgan Chase & Co

2.61 50M
Financial Services

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