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Principal Capital Appreciation Select ETF (LCAP)
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Upturn Advisory Summary
10/24/2025: LCAP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.51% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 aims for long-term capital appreciation by investing in a diversified portfolio of primarily U.S. equities selected using a proprietary methodology.
Reputation and Reliability
Principal Funds has a solid reputation and a long track record in the investment management industry.
Management Expertise
Principal Funds boasts experienced investment professionals with expertise in quantitative and fundamental analysis.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a proprietary selection process to identify companies with the potential for above-average capital appreciation.
Composition Primarily U.S. equities across various market capitalizations and sectors.
Market Position
Market Share: Insufficient data available to determine exact market share.
Total Net Assets (AUM): Data not readily available without a ticker symbol. Requires specific ETF ticker symbol (e.g., PYS). Assuming AUM of 100 million for example.
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, dominated by large index funds. Principal's ETF differentiates itself through its proprietary stock selection methodology, aiming for higher returns. However, it faces challenges competing with the low expense ratios and established market presence of broader index ETFs. The advantage is in the active stock selection and potential for outperformance. The disadvantage is higher fees and potential for underperformance.
Financial Performance
Historical Performance: Historical data requires specific ticker symbol to access precise figures.
Benchmark Comparison: Performance compared to the S&P 500 will show the effectiveness of their strategy.
Expense Ratio: Requires ticker symbol to access the expense ratio data.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ticker and is necessary to assess the liquidity.
Bid-Ask Spread
The bid-ask spread can only be determined with a specific ticker and is subject to market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events all impact the fund. Sector growth prospects also greatly influence the investments within the ETF.
Growth Trajectory
Growth trends depend on the performance of the selected stocks and the fund's ability to adapt to changing market conditions. Updates to the strategy and holdings may occur to keep the fund competitive.
Moat and Competitive Advantages
Competitive Edge
Principal Capital Appreciation Select ETF's advantage lies in its proprietary stock selection model, which aims to identify undervalued companies with high growth potential. This approach differentiates it from passive index-tracking ETFs. The potential for outperformance can attract investors seeking higher returns. However, the success of the model is crucial for maintaining a competitive edge, and its performance should be monitored over time.
Risk Analysis
Volatility
Volatility depends on the fund's holdings and overall market conditions. Accessing historical data is dependent on a specific ticker.
Market Risk
Market risk is tied to fluctuations of stocks within the fundu2019s portfolio. Economic downturns or sector-specific issues can negatively affect performance.
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation and are comfortable with moderate to high risk.
Market Risk
Potentially suitable for long-term investors seeking to outperform the market. Active traders might also find the fund attractive based on stock selection opportunities.
Summary
Principal Capital Appreciation Select ETF aims for long-term capital appreciation through its proprietary stock selection model. Its success hinges on the effectiveness of the model, and its performance should be monitored against the S&P 500. The ETF offers a differentiated approach compared to passive index funds. Investors should consider their risk tolerance and investment goals when deciding if it aligns with their portfolio. It's potentially suitable for those seeking to outperform the market with a long-term horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Principal Funds Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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.