PCAPX Mutual Fund

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 101 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. Go to all PCAPX holdings, PCAPX sectors, or PCAPX dividends.

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