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Nasdaq - Delayed Quote USD

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

26.06
-1.32
(-4.82%)
At close: 8:03:56 PM EDT
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  • Previous Close 27.38
  • YTD Return 1.41%
  • Expense Ratio 0.11%
  • Category Large Blend
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.07B
  • Beta (5Y Monthly) 1.00
  • Yield 1.18%
  • 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

9.07B

Net Assets

2001-03-01

Inception Date

More about Principal Large Cap S&P 500 Index Inst

Performance Overview: PLFIX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

PLFIX
1.41%
Category
5.31%
 

1-Year Return

PLFIX
18.22%
Category
20.31%
 

3-Year Return

PLFIX
12.37%
Category
6.48%
 

5-Year Return

PLFIX
16.64%
Category
11.78%
 

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Holdings: PLFIX

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Sector Weightings

SectorPLFIX
Technology   32.03%
Financial Services   14.05%
Healthcare   10.78%
Consumer Cyclical   10.68%
Communication Services   9.45%
Industrials   7.33%
Consumer Defensive   5.86%
Energy   3.30%
Utilities   2.57%
Real Estate   2.19%
Basic Materials   1.75%
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Recent News: PLFIX

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Research Reports: PLFIX

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