NasdaqGM - Delayed Quote USD

Principal Large Cap S&P 500 Index Inst (PLFIX)

28.84
+0.03
+(0.10%)
At close: 8:04:25 PM EDT
Loading Chart for PLFIX
  • Previous Close 28.81
  • YTD Return -4.98%
  • Expense Ratio 0.11%
  • Category Large Blend
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.5B
  • Beta (5Y Monthly) 1.00
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 2.30%
  • Last Dividend 0.34
  • Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Principal Funds

Fund Family

Large Blend

Fund Category

8.5B

Net Assets

2001-03-01

Inception Date

Performance Overview: PLFIX

View More

Trailing returns as of 5/15/2025. Category is Large Blend.

YTD Return

PLFIX
4.98%
Category
5.31%
 

1-Year Return

PLFIX
11.89%
Category
20.31%
 

3-Year Return

PLFIX
11.98%
Category
6.48%
 

5-Year Return

PLFIX
15.40%
Category
11.78%
 

People Also Watch

Holdings: PLFIX

View More

Sector Weightings

SectorPLFIX
Technology   31.00%
Healthcare   11.19%
Industrials   7.46%
Energy   3.66%
Utilities   2.72%
Real Estate   2.27%

Recent News: PLFIX

View More

Research Reports: PLFIX

View More

Top Mutual Funds