PCAMX Mutual Fund

NAV$83.37

Fund Essentials

Net Assets
$1M
Expense Ratio
1.32%
Dividend Yield (Current)
0.11%
Holdings
95
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

Stocks: 98.92%
Cash: 1.08%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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 95 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. View all PCAMX holdings, sector breakdown, or dividend history.

PCAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.