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Principal Capital Appreciation R5 PCAQX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 76.03  /  +0.13 %
  • Total Assets 4.4 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 0.68%
  • Turnover 48%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 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 strong management team and sound investment process 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 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.45 274.9 Mil
Technology

Apple Inc

5.10 217.2 Mil
Technology

NVIDIA Corp

3.65 155.4 Mil
Technology

Amazon.com Inc

3.27 139.4 Mil
Consumer Cyclical

Alphabet Inc Class A

3.23 137.5 Mil
Communication Services

Broadcom Inc

3.00 127.8 Mil
Technology

Visa Inc Class A

2.56 109.2 Mil
Financial Services

JPMorgan Chase & Co

2.50 106.6 Mil
Financial Services

Meta Platforms Inc Class A

2.45 104.3 Mil
Communication Services

Costco Wholesale Corp

2.01 85.9 Mil
Consumer Defensive