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 $38.3M in net assets. PCAQX expense ratio is 0.68%, holding 101 positions across various sectors. Inception date: 2010-03-01.
PCAQX performance shows a YTD return of 8.07%. The 1-year return is 16.01% and the 5-year return is 12.03%. PCAQX dividend yield stands at 7.70%, paid annually.
PCAQX 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 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.