PCAOX Mutual Fund

PCAOX Mutual Fund (Principal Capital Appreciation Fund R-3 Class) is managed by Principal Funds with $50.6M in net assets. PCAOX expense ratio is 0.99%, holding 100 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2010-03-01.

PCAOX performance shows a YTD return of 7.30%. The 1-year return is 6.71% and the 5-year return is 10.45%. PCAOX dividend yield stands at 7.90%, paid annually.

PCAOX 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 PCAOX holdings, PCAOX sectors, or PCAOX dividends.

PCAOX can be compared against other funds. Use PCAOX overlap to find shared positions, or PCAOX vs another fund for a side-by-side view. PCAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.