PCAPX Mutual Fund
NAV$85.19
AUM$14M
TER0.82%
Holdings95
PCAPX Mutual Fund
NAV$85.19
Principal Capital Appreciation Fund R-4 Class
AUM$14M
TER0.82%
Holdings95
See inside every mutual fund you own
$29/moCancel anytime.
See how PCAPX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
PCAPX Mutual Fund Overview
PCAPX Mutual Fund (Principal Capital Appreciation Fund R-4 Class) is managed by Principal Funds with $13.9M in net assets. PCAPX expense ratio is 0.82%, holding 95 positions across various sectors. Inception date: 2010-03-01.
PCAPX performance shows a YTD return of 29.34%. The 1-year return is 34.86% and the 5-year return is 15.77%. PCAPX dividend yield stands at 0.52%, paid annually.
PCAPX top holdings include a diversified portfolio. View all PCAPX holdings, sector breakdown, or dividend history.
PCAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.