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 $38.6M in net assets. PCAQX expense ratio is 0.68%, holding 95 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 2010-03-01.
PCAQX performance shows a YTD return of 9.17%. The 1-year return is 19.90% and the 5-year return is 12.87%. PCAQX dividend yield stands at 7.78%, paid annually.
PCAQX 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 PCAQX holdings, sector breakdown, or dividend history.
PCAQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.