LCAPPrincipal Capital Appreciation Select ETF
Seeks long-term growth of capital.
By Principal Funds · Launched 2025
Annual Cost
0.29%
#1,304 of 5,854 · low cost
Fund Size
$1.8B
#806 of 5,854 · large
Return (1Y)Goal
+20.9%
Track Record
1 year
#4,180 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,142+21.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
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
97.8%
Cash
2.3%
By sector
Technology
35.7%
Financial Services
13.1%
Healthcare
10.7%
Consumer Cyclical
10.3%
Communication
9.6%
Industrials
9.2%
Consumer Defensive
3.2%
Energy
3.1%
Other
5.1%
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)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
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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Data updated on 2026-08-03