PCAOX Mutual Fund
PCAOX Mutual Fund
Principal Capital Appreciation Fund R-3 Class
PCAOX Mutual Fund Overview
PCAOX Mutual Fund (Principal Capital Appreciation Fund R-3 Class) is managed by Principal Funds with $53.5M in net assets. PCAOX expense ratio is 0.99%, holding 95 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 2010-03-01.
PCAOX performance shows a YTD return of 9.01%. The 1-year return is 19.52% and the 5-year return is 12.52%. PCAOX dividend yield stands at 7.78%, paid annually.
PCAOX top holdings include Nvidia Corp (7.2%), 'alphabet Inc., Class 'a'' (5.8%), Apple Inc (5.8%), Microsoft Corp 4.100 Feb 06 37 (4.8%), Amazon.Com Inc (4.1%). View all PCAOX holdings, sector breakdown, or dividend history.
PCAOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.