PCAQX Mutual Fund
PCAQX Mutual Fund
PCAQX Mutual Fund
Principal Capital Appreciation Fund R-5 Class
PCAQX Mutual Fund Overview
PCAQX Mutual Fund (Principal Capital Appreciation Fund R-5 Class) is managed by Principal Funds with $38.2M in net assets. PCAQX expense ratio is 0.68%, holding 101 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2010-03-01.
PCAQX performance shows a YTD return of 10.43%. The 1-year return is 16.40% and the 5-year return is 11.89%. PCAQX dividend yield stands at 7.70%, paid annually.
PCAQX 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 PCAQX holdings, PCAQX sectors, or PCAQX dividends.
PCAQX can be compared against other funds. Use PCAQX overlap to find shared positions, or PCAQX vs another fund for a side-by-side view. PCAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.