NasdaqGM - Delayed Quote USD

Principal Large Cap Value III Inst (PLVIX)

18.27
-0.81
(-4.25%)
At close: 8:08:56 AM EDT
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  • Previous Close 19.08
  • YTD Return 3.58%
  • Expense Ratio 0.69%
  • Category Large Value
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.74B
  • Beta (5Y Monthly) 0.85
  • Yield 1.29%
  • 5y Average Return --
  • Holdings Turnover 41.10%
  • Last Dividend 0.27
  • 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 value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies (for example, an exchange-traded fund (ETF)).

Principal Funds

Fund Family

Large Value

Fund Category

3.74B

Net Assets

2001-03-01

Inception Date

More about Principal Large Cap Value III Inst

Performance Overview: PLVIX

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

YTD Return

PLVIX
3.58%
Category
4.44%
 

1-Year Return

PLVIX
14.16%
Category
14.37%
 

3-Year Return

PLVIX
8.46%
Category
6.04%
 

5-Year Return

PLVIX
12.52%
Category
9.20%
 

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Holdings: PLVIX

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Sector Weightings

SectorPLVIX
Financial Services   19.53%
Technology   12.00%
Healthcare   11.95%
Industrials   10.34%
Consumer Cyclical   8.86%
Energy   8.03%
Consumer Defensive   7.30%
Utilities   6.92%
Communication Services   5.66%
Basic Materials   4.76%
Real Estate   4.65%
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Recent News: PLVIX

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Research Reports: PLVIX

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