LCAPPrincipal Capital Appreciation Select ETF

Grow my money1y track recordRanked #974 of 2,960 in this goal

Seeks to provide long-term growth of capital.

By Principal Funds · Launched 2025

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$319M

#1,909 of 5,562 · mid-size

Return (1Y)Goal

+26.6%

Track Record

1 year

#4,273 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,702+27.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 43.8% of fundmoderately concentrated

NVIDIA Corp

7.2%

Apple Inc

6.0%

Microsoft Corp

5.7%

Alphabet Inc

5.3%

Amazon.com Inc

3.7%

Broadcom Inc

3.5%

JPMorgan Chase & Co

3.2%

Lam Research Corp

3.2%

Visa Inc

3.1%

Thermo Fisher Scientific Inc

2.7%

Asset allocation

Stocks

97.7%

Cash

2.3%

By sector

Technology

37.5%

Consumer Cyclical

13.4%

Communication

11.1%

Financial Services

10.8%

Healthcare

9.4%

Industrials

7.7%

Energy

3.8%

Utilities

1.7%

Other

4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.3%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

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to provide long-term growth of capital.
Strategy: Invests a higher percentage of assets in individual issuers than a diversified fund, leading to greater fluctuations in share price due to single investment changes.
Inception date: March 25, 2025
Fund family: Principal Funds