Principal Capital Appreciation Sel ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Principal Capital Appreciation Select ETF LCAP
Morningstar’s Analysis LCAP
Will LCAP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.93 | 151M | Technology |
Apple Inc | 6.58 | 125M | Technology |
Microsoft Corp | 5.14 | 98M | Technology |
Alphabet Inc Class A | 4.83 | 92M | Communication Services |
Amazon.com Inc | 4.04 | 77M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.40 | 65M | Communication Services |
Visa Inc Class A | 3.19 | 61M | Financial Services |
State Street Instl US Govt MMkt Premier | 2.87 | 55M | Cash and Equivalents |
JPMorgan Chase & Co | 2.58 | 49M | Financial Services |
Micron Technology Inc | 2.57 | 49M | Technology |