Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index R5 (PLFPX)

29.39
+0.03
+(0.10%)
As of 8:06:59 AM EDT. Market Open.
Loading Chart for PLFPX
  • Previous Close 29.36
  • YTD Return -5.06%
  • Expense Ratio 0.35%
  • 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 1.06%
  • 5y Average Return --
  • Holdings Turnover 2.30%
  • Last Dividend 0.29
  • Inception Date Jun 28, 2005

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

2005-06-28

Inception Date

Performance Overview: PLFPX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

PLFPX
5.06%
Category
5.31%
 

1-Year Return

PLFPX
11.64%
Category
20.31%
 

3-Year Return

PLFPX
11.71%
Category
6.48%
 

5-Year Return

PLFPX
15.12%
Category
11.78%
 

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Holdings: PLFPX

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Sector Weightings

SectorPLFPX
Technology   31.68%
Healthcare   10.85%
Industrials   7.66%
Energy   3.18%
Utilities   2.56%
Real Estate   2.25%

Recent News: PLFPX

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Research Reports: PLFPX

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