NasdaqGM - Delayed Quote USD
Principal LargeCap Growth I J (PLGJX)
8.58
-0.02
(-0.23%)
At close: 8:04:23 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. It invested significantly in industries within the information technology sectors. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -12.72% |
| 5y Average Return | 11.36% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PLGJX | Category Average | PLGJX | Category Average | PLGJX | Category Average | |
| Alpha | -1.95 | 0.03 | -4.57 | 0.04 | -0.07 | 0.01 |
| BETA | 1.14 | 0.01 | 1.14 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.75 | 0.02 | 1.36 | 0.02 | 1.15 | 0.01 |
| R-squared | 92.9 | 0.89 | 90.78 | 0.87 | 88.85 | 0.87 |
| Standard Deviation | 20.49 | 0.2 | 20.34 | 0.16 | 17.56 | 0.15 |
| Sharpe Ratio | 0.22 | 0.01 | 0.66 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 2.25 | 0.21 | 10.86 | 0.21 | 10.22 | 0.15 |
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