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LCAP - ETF AI Analysis
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Principal Capital Appreciation Select ETF (LCAP)
Rating:72Outperform
Price Target:―
Positive Factors
Exposure to Leading Growth Companies
The ETF holds many well-known large U.S. companies in technology, consumer, and financials that can drive long-term growth.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any one industry struggles.
Moderate Expense Ratio
The fund’s fee is reasonable for an actively selected portfolio, allowing investors to keep more of their returns compared with higher-cost funds.
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.
U.S.-Centric Portfolio
With most assets in U.S. companies and very little overseas exposure, the fund offers limited geographic diversification.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative recent performance, which can weigh on the fund’s overall returns.
LCAP vs. SPDR S&P 500 ETF (SPY)
AUM198.97M
RegionNorth America
Expense Ratio0.29%
Beta0.90
IssuerPrincipal
Inception DateMar 25, 2025
Dividend Yield0.1%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume31,557
30 Day Avg. Volume23,386
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
36.09Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering57
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 U.S. companies, with a strong tilt toward technology and other major sectors. It doesn’t track a specific index, but instead follows a broad U.S. market theme with a focus on bigger, more established firms. Top holdings include well-known names like Apple, Microsoft, Nvidia, and Amazon. Someone might invest in LCAP for growth and diversification across many leading U.S. businesses. A key risk is that it is heavily exposed to tech stocks, so its price can swing with that sector and the overall 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 into U.S. Big Tech and chip names, with Alphabet and Amazon doing much of the heavy lifting lately as their AI and cloud stories gain traction. Lam Research has been a standout, giving the fund an extra boost from the semiconductor side. On the flip side, Apple and Microsoft have been losing a bit of steam, and Nvidia’s performance has been choppy, keeping returns from running even hotter. Overall, this is a U.S.-centric, tech-tilted portfolio where a handful of mega-cap innovators set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.10% | $14.02M | $4.58T | 44.91% | 76 Outperform | |
| Apple | 5.91% | $11.68M | $4.02T | 15.94% | 79 Outperform | |
| Alphabet Class A | 5.23% | $10.33M | $3.85T | 76.64% | 85 Outperform | |
| Microsoft | 4.61% | $9.11M | $3.07T | 1.11% | 79 Outperform | |
| Broadcom | 3.31% | $6.54M | $1.61T | 45.52% | 76 Outperform | |
| Amazon | 3.10% | $6.13M | $2.22T | -8.83% | 71 Outperform | |
| JPMorgan Chase | 2.98% | $5.90M | $866.44B | 16.94% | 72 Outperform | |
| Casey's General | 2.90% | $5.73M | $24.23B | 51.36% | 68 Neutral | |
| McKesson | 2.81% | $5.55M | $114.55B | 61.73% | 62 Neutral | |
| Visa | 2.67% | $5.28M | $625.50B | -7.37% | 70 Outperform |
LCAP Technical Analysis
Positive
―
Price Trends
29.94
Positive
29.57
Positive
28.11
Positive
Market Momentum
0.12
Positive
56.53
Neutral
66.72
Neutral
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 30.25, equal to the 50-day MA of 29.94, and equal to the 200-day MA of 28.11, indicating a bullish trend. The MACD of 0.12 indicates Positive momentum. The RSI at 56.53 is Neutral, neither overbought nor oversold. The STOCH value of 66.72 is Neutral, 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
30.60
5.66
22.69%
SYLD
Cambria Shareholder Yield ETF
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―
―
PLDR
Putnam Sustainable Leaders ETF
―
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―
ABFL
Fcf Us Quality Etf
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―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
XCHG
AB US 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.
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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