PCAPX Mutual Fund

NAV$85.19

AUM$14M

TER0.82%

Holdings95

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PCAPX Mutual Fund

NAV$85.19

Principal Capital Appreciation Fund R-4 Class

AUM$14M

TER0.82%

Holdings95

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PCAPX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight

Industry BreakdownPRO

Top 15 industries by allocation

PCAPX Mutual Fund Sector Allocation

PCAPX sector allocation breaks down across multiple sectors. Across 95 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PCAPX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PCAPX geographic allocation shows country exposure. PCAPX overlap calculator reveals how sector exposure compares with other funds.