Principal Capital Appreciation FundPCAQX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$5.1B
Expense ratio
0.68%
1-year return
+16.4%
3 years, a year
+19.4%
5 years, a year
+11.9%
12-month yield
7.66%
Holdings
101

What it aims to do.

The Fund seeks to provide long-term growth of capital.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.14%
GOOGL Alphabet Inc - A Shares5.89%
AAPL Apple Inc5.54%
MSFT Microsoft Corp4.50%
AMZN Amazon.com Inc4.07%
AVGO Broadcom Inc3.20%
Principal Funds, Inc - Government Money Market Fund - Class R-62.65%
V Visa Inc2.43%
JPM JPMorgan Chase & Co2.28%
CASY Casey's General Stores Inc2.10%

More on PCAQX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.