PCAQX Mutual Fund

PCAQX Mutual Fund (Principal Capital Appreciation Fund R-5 Class) is managed by Principal Funds with $37.0M in net assets. PCAQX expense ratio is 0.68%, holding 100 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2010-03-01.

PCAQX performance shows a YTD return of 7.58%. The 1-year return is 7.06% and the 5-year return is 10.79%. PCAQX dividend yield stands at 0.30%, 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.