Morningstar

Principal Capital Appreciation R5 PCAQX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 82.61  /  −0.11 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.62%
  • Turnover 48%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 12:10 AM GMT+0

Morningstar’s Analysis PCAQX

Will PCAQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCAQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCAQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCAQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Principal Capital Appreciation R5's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCAQX

More PCAQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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NVIDIA Corp

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Alphabet Inc Class A

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Amazon.com Inc

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Consumer Cyclical

JPMorgan Chase & Co

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Financial Services

Meta Platforms Inc Class A

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Broadcom Inc

2.18 102.1 Mil
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Visa Inc Class A

2.16 101.4 Mil
Financial Services

UnitedHealth Group Inc

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Healthcare

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