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LCAP - ETF AI Analysis
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Principal Capital Appreciation Select ETF (LCAP)
Rating:72Outperform
Price Target:
$32.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Technology, Consumer Cyclical, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund's expense ratio is relatively low compared to many actively managed ETFs, helping investors retain more of their returns.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which limits diversification across global economies.
Overweight in Technology
With over 33% of the portfolio allocated to Technology, the fund is highly sensitive to fluctuations in this sector.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon and Apple have shown weaker year-to-date returns, potentially dragging overall performance.
LCAP vs. SPDR S&P 500 ETF (SPY)
AUM94.78M
RegionNorth America
Expense Ratio0.29%
Beta0.89
IssuerPrincipal
Inception DateMar 25, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,458
30 Day Avg. Volume40,295
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
33.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering52
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 focuses on large-cap U.S. companies, aiming for long-term growth. It includes well-known names like Microsoft and Nvidia, and covers industries such as technology, consumer goods, and healthcare. This ETF is a good choice for investors seeking diversification and exposure to established companies with growth potential. However, since it heavily invests in tech stocks, its performance can be influenced by fluctuations in the technology sector.
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
The Principal Capital Appreciation Select ETF (LCAP) leans heavily on technology, with names like Nvidia and Apple driving its performance. Nvidia’s long-term AI potential shines, but recent momentum has stalled, while Apple’s steady rise reflects its strong services growth. Alphabet is a standout, surging on its AI and cloud investments, while Microsoft has lagged recently despite its cloud focus. Financials like JPMorgan provide stability, though Visa’s mixed signals weigh slightly. With a clear tilt toward U.S. tech and financials, the fund balances innovation with blue-chip reliability.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.89% | $6.53M | $4.35T | 26.02% | 76 Outperform | |
| Apple | 6.30% | $5.97M | $4.01T | 18.10% | 80 Outperform | |
| Microsoft | 6.27% | $5.94M | $3.51T | 13.22% | 73 Outperform | |
| Alphabet Class A | 4.77% | $4.52M | $3.62T | 81.88% | 80 Outperform | |
| Amazon | 3.61% | $3.42M | $2.36T | 11.96% | 71 Outperform | |
| Broadcom | 3.42% | $3.24M | $1.61T | 107.15% | 76 Outperform | |
| JPMorgan Chase | 3.08% | $2.92M | $811.29B | 19.90% | 72 Outperform | |
| Visa | 3.00% | $2.84M | $627.78B | 5.83% | 75 Outperform | |
| McKesson | 2.83% | $2.68M | $106.89B | 38.97% | 72 Outperform | |
| Thermo Fisher | 2.80% | $2.66M | $220.72B | 14.46% | 73 Outperform |
LCAP Technical Analysis
Negative
―
Price Trends
29.20
Negative
28.35
Positive
Market Momentum
-0.11
Positive
42.11
Neutral
17.11
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCAP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.49, equal to the 50-day MA of 29.20, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.11 indicates Positive momentum. The RSI at 42.11 is Neutral, neither overbought nor oversold. The STOCH value of 17.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LCAP.
LCAP Peer Comparison
Comparison Results
Performance Comparison
LCAP
Principal Capital Appreciation Select ETF
28.79
3.82
15.30%
BAMD
Brookstone Dividend Stock ETF
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YALL
God Bless America ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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RVER
Trenchless Fund ETF
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RFDA
RiverFront Dynamic US Dividend Advantage 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.
Disclaimer
This 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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