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Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index J (PSPJX)

23.70
-0.37
(-1.54%)
At close: 8:04:02 PM EDT
Loading Chart for PSPJX
  • Previous Close 24.07
  • YTD Return -4.37%
  • Expense Ratio 0.28%
  • Category Large Blend
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.57B
  • Beta (5Y Monthly) 1.00
  • Yield 1.12%
  • 5y Average Return --
  • Holdings Turnover 2.30%
  • Last Dividend 0.30
  • Inception Date Dec 6, 2000

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

8.57B

Net Assets

2000-12-06

Inception Date

Performance Overview: PSPJX

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Trailing returns as of 4/8/2025. Category is Large Blend.

YTD Return

PSPJX
4.37%
Category
5.31%
 

1-Year Return

PSPJX
7.90%
Category
20.31%
 

3-Year Return

PSPJX
8.69%
Category
6.48%
 

5-Year Return

PSPJX
18.16%
Category
11.78%
 

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Holdings: PSPJX

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Sector Weightings

SectorPSPJX
Technology   32.03%
Healthcare   10.78%
Industrials   7.33%
Energy   3.30%
Utilities   2.57%
Real Estate   2.19%

Recent News: PSPJX

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Research Reports: PSPJX

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