LCAP - ETF AI Analysis
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Principal Capital Appreciation Select ETF (LCAP)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year and over the last few months, indicating positive recent momentum.
Leadership in Technology and Growth Names
Several major technology and growth-oriented holdings, such as Nvidia, Alphabet, Broadcom, Amazon, and Casey’s General, have delivered strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, consumer, financials, industrials, and health care, which helps reduce the impact if any one sector struggles.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Results Among Top Holdings
Some large positions like Apple, Microsoft, JPMorgan, and Visa have shown weaker recent performance, which can drag on overall returns if the trend continues.
High U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
LCAP vs. SPDR S&P 500 ETF (SPY)
AUM1.84B
RegionNorth America
Expense Ratio0.29%
Beta0.90
IssuerPrincipal
Inception DateMar 25, 2025
Dividend Yield0.09%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume30,698
30 Day Avg. Volume47,184
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.76Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering55
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCAP Summary
The Principal Capital Appreciation Select ETF (LCAP) is an actively managed fund that aims for long-term growth by investing mainly in large, well-known U.S. companies across many sectors. It doesn’t track a specific index, but instead focuses on the total U.S. stock market with a tilt toward big, established firms. Top holdings include familiar names like Apple and Nvidia, along with other major tech, financial, and consumer companies. Someone might invest in LCAP for broad diversification and the potential for growth from leading U.S. businesses. However, it is heavily invested in stocks, especially technology, so its value can rise and fall significantly with the stock market.
How much will it cost me?The Principal Capital Appreciation Select ETF (LCAP) has an expense ratio of 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed, meaning professional managers make investment decisions to potentially enhance returns.
What would affect this ETF?The Principal Capital Appreciation Select ETF (LCAP) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, especially with top companies like Nvidia, Microsoft, and Apple driving innovation. However, rising interest rates or economic slowdowns could negatively impact consumer spending and financial stocks, which are also key components of the fund. Additionally, regulatory changes in the U.S. targeting large-cap tech firms may pose risks to the ETF's performance.
LCAP Top 10 Holdings
LCAP is leaning heavily on U.S. mega-cap tech, with Nvidia, Apple, Alphabet, Microsoft, Amazon, and Broadcom forming the core engine under the hood. Lam Research has been the real rocket booster lately, with strong gains that help offset some recent stumbles from Microsoft and Amazon, which have been losing a bit of altitude. Nvidia, Apple, and Alphabet remain steady leaders despite some short-term bumps, while Broadcom adds another AI-fueled spark. With all top names based in the U.S. and a clear tilt toward technology, this fund’s story is very much a bet on American Big Tech and AI.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.23% | $132.96M | $5.11T | 27.92% | 76 Outperform | |
| Apple | 6.58% | $121.06M | $4.63T | 49.33% | 79 Outperform | |
| Alphabet Class A | 5.37% | $98.84M | $4.33T | 98.22% | 85 Outperform | |
| Microsoft | 3.97% | $72.99M | $2.86T | -23.49% | 79 Outperform | |
| Amazon | 3.85% | $70.73M | $2.64T | 9.03% | 71 Outperform | |
| Broadcom | 3.55% | $65.26M | $1.90T | 45.77% | 76 Outperform | |
| Visa | 3.08% | $56.64M | $657.50B | 0.30% | 70 Outperform | |
| JPMorgan Chase | 2.87% | $52.75M | $901.58B | 17.29% | 72 Outperform | |
| Lam Research | 2.85% | $52.49M | $438.11B | 244.37% | 77 Outperform | |
| GE Vernova Inc. | 2.73% | $50.13M | $293.33B | 102.46% | 69 Neutral |
LCAP Technical Analysis
Positive
―
Price Trends
32.73
Positive
31.43
Positive
30.53
Positive
Market Momentum
0.22
Negative
61.42
Neutral
88.65
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCAP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.91, equal to the 50-day MA of 32.73, and equal to the 200-day MA of 30.53, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 61.42 is Neutral, neither overbought nor oversold. The STOCH value of 88.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCAP.
LCAP Peer Comparison
Comparison Results
Performance Comparison
LCAP
Principal Capital Appreciation Select ETF
33.53
6.67
24.83%
AKRE
Akre Focus ETF
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―
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QLTY
GMO U.S. Quality ETF
―
―
―
TSPA
T. Rowe Price U.S. Equity Research ETF
―
―
―
DCOR
Dimensional US Core Equity 1 ETF
―
―
―
APUE
ActivePassive U.S. Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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