LCAPPrincipal Capital Appreciation Select ETF
Seeks long-term growth of capital.
By Principal Funds · Launched 2025
Annual Cost
0.29%
#1,333 of 6,040 · low cost
Fund Size
$1.9B
#828 of 6,040 · large
Return (1Y)
+16.3%
Track Record
1 year
#4,197 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,659+16.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 40.7% of fundmoderately concentrated
NVIDIA Corp
7.1%
Apple Inc
5.9%
Alphabet Inc
4.9%
Microsoft Corp
4.6%
Casey's General Stores Inc
3.4%
Amazon.com Inc
3.3%
Exxon Mobil Corp
3.1%
Marathon Petroleum Corp
2.9%
McKesson Corp
2.7%
JPMorgan Chase & Co
2.7%
Asset allocation
Stocks
98.3%
Cash
1.7%
By sector
Technology
35.1%
Financial Services
14.0%
Healthcare
10.8%
Industrials
9.3%
Communication
9.0%
Consumer Cyclical
8.3%
Consumer Defensive
4.6%
Energy
4.4%
Other
4.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-11.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
1.07Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of U.S. companies across any market capitalization, with greater exposure to large-cap companies. Seeks undervalued businesses with competitive advantages and barriers to entry.
- Inception date
- March 25, 2025
- Fund family
- Principal Funds
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Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18