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Principal Capital Appreciation R4 PCAPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 78.35  /  +1.20 %
  • 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 0.57%
  • Turnover 48%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCAPX

More PCAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.44 295.3 Mil
Technology

Apple Inc

6.05 277.2 Mil
Technology

NVIDIA Corp

4.48 205.2 Mil
Technology

Alphabet Inc Class A

3.91 179.1 Mil
Communication Services

Amazon.com Inc

3.23 148.2 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.53 115.8 Mil
Financial Services

Meta Platforms Inc Class A

2.44 111.8 Mil
Communication Services

Broadcom Inc

2.43 111.5 Mil
Technology

Visa Inc Class A

2.13 97.6 Mil
Financial Services

Costco Wholesale Corp

1.88 86.2 Mil
Consumer Defensive