Which Funds Can PCSFX Replace?

Principal Capital Securities Fund Class S Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds PCSFX Can Replace

7 funds

FSI > 80 out of 51 similar funds

Competing Fund AUM

$13.36B

Assets in funds PCSFX can compete with and replace

Outperformance Rank

#10

Rank among 51 similar funds

Who Holds Credible Replacements?

0 firms

0 connected advisors

Opportunity analysis

PCSFX can replace 7 funds with FSI above 80 out of 51 similar funds, representing $13.36B in competing fund AUM. Its outperformance rank is #10 among those similar funds. 0 13F firms and 0 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 66.0%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.04%
Assets under management
$955.3M

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