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Principal Capital Appreciation Select ETF (LCAP)
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Upturn Advisory Summary
07/01/2025: LCAP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.86 - 26.80 | Updated Date 06/6/2025 |
52 Weeks Range 21.86 - 26.80 | Updated Date 06/6/2025 |
Upturn AI SWOT
Principal Capital Appreciation Select ETF
ETF Overview
Overview
The Principal Capital Appreciation Select ETF (PCA) aims to provide capital appreciation by investing in a diversified portfolio of U.S. equities selected based on a multi-factor model.
Reputation and Reliability
Principal Funds is a well-established investment management firm with a long history and a solid reputation.
Management Expertise
Principal Funds has experienced portfolio managers and analysts specializing in quantitative equity strategies.
Investment Objective
Goal
To seek capital appreciation.
Investment Approach and Strategy
Strategy: The ETF utilizes a proprietary multi-factor model to identify and invest in U.S. equities with attractive capital appreciation potential.
Composition The ETF primarily holds U.S. common stocks across various sectors.
Market Position
Market Share: PCA's market share within the broader universe of actively managed U.S. equity ETFs is relatively small.
Total Net Assets (AUM): 156500000
Competitors
Key Competitors
- VTV
- SPYV
- IWD
- SCHV
Competitive Landscape
The actively managed U.S. equity ETF market is highly competitive. PCA's multi-factor approach offers a potential edge, but it faces competition from larger, more established ETFs, both active and passive, such as VTV and SPYV which have lower expense ratios.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers for accurate figures over different timeframes. A five-year annualized return and year-to-date return are examples of data to include.
Benchmark Comparison: A benchmark comparison against the Russell 1000 or similar index provides insight into the ETF's performance relative to the broader market.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
PCA's average trading volume is moderate, allowing for relatively easy entry and exit for most investors but should be checked frequently.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting reasonable liquidity, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends can impact PCA's holdings and overall performance.
Growth Trajectory
PCA's growth is dependent on its ability to consistently deliver competitive risk-adjusted returns and attract new investors.
Moat and Competitive Advantages
Competitive Edge
PCAu2019s competitive advantage lies in its proprietary multi-factor model designed to select stocks with high capital appreciation potential. This quantitative approach aims to identify undervalued opportunities and outperform the broader market. The fund's active management allows for flexibility in adjusting the portfolio based on changing market conditions. While not a guaranteed strategy for returns, the selectivity of factors may provide an advantage in some market environments.
Risk Analysis
Volatility
PCA's volatility is expected to be similar to that of the broad U.S. equity market. Investors should analyze the standard deviation of returns.
Market Risk
PCA is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment. Specific sector allocations may also expose the ETF to sector-specific risks.
Investor Profile
Ideal Investor Profile
PCA is suitable for investors seeking capital appreciation and who are comfortable with moderate market risk. This can include investors who have a higher risk tolerance.
Market Risk
PCA is suitable for long-term investors who are looking for an actively managed equity ETF with the potential to outperform the market.
Summary
Principal Capital Appreciation Select ETF (PCA) is designed to provide capital appreciation through a multi-factor model that selects US equities. It's actively managed and suited for investors seeking market outperformance. While its AUM is smaller compared to key competitors it provides diversification across sectors. It comes with an expense ratio of 0.33% and can be considered as a part of the investor's portfolio that is seeking growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Principal Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Principal Capital Appreciation Select ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of U.S. companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. Although there is no restriction on the size of the companies in which the fund invests, most of the fund's investments typically include companies with a market capitalization range over $10 billion at the time of purchase.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.