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Principal Large Cap S&P 500 Index R1 (PLPIX)

29.22
+0.10
+(0.34%)
At close: November 22 at 8:00:57 PM EST
Loading Chart for PLPIX
  • Previous Close 29.12
  • YTD Return 19.93%
  • Expense Ratio 0.98%
  • Category Large Blend
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.18B
  • Beta (5Y Monthly) 1.00
  • Yield 0.47%
  • 5y Average Return --
  • Holdings Turnover 5.90%
  • Last Dividend 0.13
  • 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 at the time of purchase. 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

9.18B

Net Assets

2005-06-28

Inception Date

Performance Overview: PLPIX

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Trailing returns as of 11/22/2024. Category is Large Blend.

YTD Return

PLPIX
19.93%
Category
5.31%
 

1-Year Return

PLPIX
36.58%
Category
20.31%
 

3-Year Return

PLPIX
7.96%
Category
6.48%
 

5-Year Return

PLPIX
14.07%
Category
11.78%
 

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Holdings: PLPIX

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Sector Weightings

SectorPLPIX
Technology   32.63%
Healthcare   10.58%
Industrials   7.69%
Energy   3.44%
Utilities   2.64%
Real Estate   2.24%

Recent News: PLPIX

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Research Reports: PLPIX

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