Skip to Content

Principal Capital Appreciation R4 PCAPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 71.01  /  0.21 %
  • Total Assets 4.2 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 0.65%
  • Turnover 48%

Morningstar’s Analysis PCAPX

Will PCAPX outperform in future?

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

A sound investment process and strong management team 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-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCAPX

  • Current Portfolio Date
  • Equity Holdings 93
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.59
267,251,288
Technology
5.55
225,240,543
Technology
3.45
139,725,653
Communication Services
3.00
121,635,187
Technology
2.86
115,986,920
Technology
2.85
115,717,139
Financial Services
2.78
112,932,211
Consumer Cyclical
2.46
99,902,700
Financial Services
1.98
80,209,304
Consumer Defensive
1.95
78,994,377
Communication Services