Morningstar

Principal Capital Appreciation Fund R-3 Class PCAOX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $90.35  /  −0.55 %
  • Fund Size $6.6B
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.07%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis PCAOX

Will PCAOX 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 PCAOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCAOX 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 PCAOX’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 R3 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 PCAOX

More PCAOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.89 535M
Technology

Apple Inc

6.62 449M
Technology

Microsoft Corp

5.55 376M
Technology

Alphabet Inc Class A

5.42 367M
Communication Services

Amazon.com Inc

3.86 262M
Consumer Cyclical

Meta Platforms Inc Class A

3.07 208M
Communication Services

Visa Inc Class A

2.43 165M
Financial Services

Broadcom Inc

2.34 158M
Technology

JPMorgan Chase & Co

2.21 150M
Financial Services

ExxonMobil Holdings Corp

1.77 120M
Energy

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