PCAMX Mutual Fund

PCAMX Mutual Fund

NAV$83.37
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Fund Essentials

Net Assets
$1M
Expense Ratio
1.32%
Dividend Yield (Current)
0.11%
Holdings
101
Inception Date
Mar 1, 2010
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+28.77%
1 Year+34.22%
3 Year+11.20%
5 Year+15.20%
10 Year+12.63%

Asset Allocation

Bonds: 100.00%
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Dividend Summary

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Dividend Yield (Current)
0.11%
Frequency
Annually
Latest Distribution
$5.85
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PCAMX Mutual Fund Overview

PCAMX Mutual Fund (Principal Capital Appreciation Fund R-1 Class) is managed by Principal Funds with $1.4M in net assets. PCAMX expense ratio is 1.32%, holding 101 positions across various sectors. Inception date: 2010-03-01.

PCAMX performance shows a YTD return of 28.77%. The 1-year return is 34.22% and the 5-year return is 15.20%. PCAMX dividend yield stands at 0.11%, paid annually.

PCAMX top holdings include a diversified portfolio. Go to all PCAMX holdings, PCAMX sectors, or PCAMX dividends.

PCAMX can be compared against other funds. Use PCAMX overlap to find shared positions, or PCAMX vs another fund for a side-by-side view. PCAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.