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Principal Large Cap Value III Inst (PLVIX)

17.55
-0.58
(-3.20%)
At close: 8:04:20 PM EDT

Fund Summary

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 Large Cap Value III Inst

Des Moines, IA 50392
711 High Street
(800) 986-3343

Fund Overview

Category Large Value
Fund Family Principal Funds
Net Assets 3.58B
YTD Return -0.21%
Yield 1.34%
Morningstar Rating
Inception Date Dec 06, 2000

Fund Operations

Last Dividend 0.27
Last Cap Gain 20.00
Holdings Turnover 41.10%
Average for Category --

Fees & Expenses

Expense PLVIX Category Average
Annual Report Expense Ratio (net) 0.69% 0.90%
Prospectus Net Expense Ratio 0.69% --
Prospectus Gross Expense Ratio 0.71% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael Messina has been with Principal® since 2022. Prior to that, Mr. Messina was a Lead Analyst for Franklin Templeton Multi-Asset Solutions since 2018. He earned a bachelor’s degree in MIS from the University of Central Florida and an M.B.A. from Nova Southeastern University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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