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Principal Capital Appreciation R3 (PCAOX)
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9/21 12:03 PM
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81.00 - YTD Return 22.38%
- Expense Ratio 1.01%
- Category Large Blend
- Last Cap Gain 31.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 4.78B
- Beta (5Y Monthly) 0.98
- Yield 0.46%
- 5y Average Return --
- Holdings Turnover 48.20%
- Last Dividend 0.37
- Inception Date Jun 7, 1999
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.
Principal Funds
Fund Family
Large Blend
Fund Category
4.78B
Net Assets
1999-06-07
Inception Date
Performance Overview: PCAOX
View MoreTrailing returns as of 11/1/2024. Category is Large Blend.
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Holdings: PCAOX
View MoreTop 10 Holdings (34.54% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPCAOX
Technology 28.68%
Financial Services 13.53%
Consumer Cyclical 11.54%
Healthcare 11.51%
Industrials 9.26%
Communication Services 8.40%
Consumer Defensive 4.34%
Utilities 4.02%
Energy 3.52%
Real Estate 2.92%
Basic Materials 2.28%
Recent News: PCAOX
View MoreResearch Reports: PCAOX
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