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 $53.0M in net assets. PCAOX expense ratio is 0.99%, holding 101 positions across various sectors. Inception date: 2010-03-01.
PCAOX performance shows a YTD return of 7.88%. The 1-year return is 15.66% and the 5-year return is 11.68%. PCAOX dividend yield stands at 7.69%, paid annually.
PCAOX top holdings include Abbvie Inc 5.05 03/15/2034 (7.1%), Biogen Inc 2.25 05/01/2030 (5.9%), Waste Connections Inc 5.25 09/01/2035 (5.4%), American Tower Corp 2.75 01/15/2027 (3.9%), Truist Bank 4.63 09/17/2029 (3.7%). 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.