PCAOX Mutual Fund
PCAOX Mutual Fund
PCAOX Mutual Fund
Principal Capital Appreciation Fund R-3 Class
PCAOX Mutual Fund Overview
PCAOX Mutual Fund (Principal Capital Appreciation Fund R-3 Class) is managed by Principal Funds with $52.6M in net assets. PCAOX expense ratio is 0.99%, holding 101 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2010-03-01.
PCAOX performance shows a YTD return of 10.21%. The 1-year return is 16.04% and the 5-year return is 11.55%. PCAOX dividend yield stands at 7.69%, paid annually.
PCAOX top holdings include Nvidia Corp (7.0%), Apple, Inc (6.5%), Alphabet Inc,class A (5.5%), Microsoft Corp (4.9%), Amazon.Com Inc (4.0%). Go to all PCAOX holdings, PCAOX sectors, or PCAOX dividends.
PCAOX can be compared against other funds. Use PCAOX overlap to find shared positions, or PCAOX vs another fund for a side-by-side view. PCAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.