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Principal Capital Appreciation R5 PCAQX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 80.53  /  −1.61 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.65%
  • Turnover 48%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:48 AM GMT+0

Morningstar’s Analysis PCAQX

Will PCAQX 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 R5's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PCAQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.18 274.5 Mil
Technology

Apple Inc

5.69 252.9 Mil
Technology

NVIDIA Corp

3.84 170.5 Mil
Technology

Alphabet Inc Class A

3.79 168.6 Mil
Communication Services

Principal Government Money Market R-6

3.31 147.3 Mil

Amazon.com Inc

2.83 125.8 Mil
Consumer Cyclical

Broadcom Inc

2.80 124.6 Mil
Technology

JPMorgan Chase & Co

2.61 116.0 Mil
Financial Services

Visa Inc Class A

2.28 101.3 Mil
Financial Services

Meta Platforms Inc Class A

1.98 87.9 Mil
Communication Services