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LCAP performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 21, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.11% | +2.57% | +16.05% | +17.53% | ||
| Flows | +$16M | +$33M | +$1.63B | +$1.78B | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Principal Global Investors |
| N° of holdings | 56 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | March 25, 2025 |
| ESG | No |
More data and info about LCAP on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 56
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.80% | +12.43% | ||
Max drawdown | -3.64% | -7.86% | ||
Max drawdown duration | 53d | 47d | N/A | N/A |
Time to recover | 20d | 15d | N/A | N/A |
What type of ETF is LCAP?
LCAP is a Active ETF that provides exposure to Equity assets. It is managed by Principal Global Investors.
What does LCAP invest in?
This ETF provides exposure to Other US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of LCAP?
The total expense ratio (TER) of LCAP is 0.29%, representing the annual fee charged by the fund manager.
When was LCAP launched?
LCAP was launched on March 25, 2025, marking its entry into the ETF market.
Who is the issuer of LCAP?
LCAP is issued by Principal Global Investors.
What is the AUM of LCAP?
As of October 21, 2026, LCAP manages $1.93 B, reflecting the total assets held in the fund.
How has LCAP performed recently?
As of October 21, 2026, LCAP delivered a return of 1.11% over the past month (1M performance), 2.57% over the past three months (3M), and 16.05% year-to-date (YTD).
What are the recent fund flows for LCAP?
As of October 21, 2026, LCAP has seen net flows of +$16M in the past month (1M flow) and +$1.63B year-to-date (YTD).
Does LCAP pay dividends?
As of October 21, 2026, LCAP has a trailing 12-month distribution yield of 0.09%.
How many holdings are in LCAP
As of August 31, 2026, LCAP holds 56 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is LCAP?
As of August 31, 2026, LCAP holds 56 securities, with 54.26% of its assets concentrated in its top 15 holdings.
What are the top holdings of LCAP?
As of August 31, 2026, LCAP holds a portfolio of 56 underlyings, with its largest positions including NVIDIA Corp., Apple, Inc. and Microsoft Corp.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does LCAP invest in?
As of August 31, 2026, LCAP has its largest geographic exposures in USA.
What sectors or themes does LCAP focus on?
As of August 31, 2026, LCAP is primarily exposed to Technology, Finance and Healthcare.
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