Nasdaq - Delayed Quote USD

Principal LargeCap Growth I Instl (PLGIX)

19.08 +0.02 (+0.10%)
At close: May 10 at 8:01 PM EDT
Loading Chart for PLGIX
DELL
  • Previous Close 19.06
  • YTD Return 5.46%
  • Expense Ratio 0.68%
  • Category Large Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.68B
  • Beta (5Y Monthly) 1.15
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 26.50%
  • Last Dividend 0.00
  • Inception Date Dec 6, 2000

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average, and equity securities of companies with medium market capitalizations. The fund is non-diversified.

Principal Funds

Fund Family

Large Growth

Fund Category

9.68B

Net Assets

2000-12-06

Inception Date

Performance Overview: PLGIX

Trailing returns as of 5/10/2024. Category is Large Growth.

YTD Return

PLGIX
5.46%
Category
12.38%
 

1-Year Return

PLGIX
29.45%
Category
41.70%
 

3-Year Return

PLGIX
3.10%
Category
22.56%
 

5-Year Return

PLGIX
12.48%
Category
21.98%
 

People Also Watch

Holdings: PLGIX

Top 10 Holdings (44.19% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.29%
NVDA
NVIDIA Corporation 6.64%
AMZN
Amazon.com, Inc. 6.26%
AAPL
Apple Inc. 4.15%
MA
Mastercard Incorporated 3.39%
INTU
Intuit Inc. 3.31%
GOOGL
Alphabet Inc. 3.16%
ISRG
Intuitive Surgical, Inc. 2.84%
META
Meta Platforms, Inc. 2.63%
NOW
ServiceNow, Inc. 2.52%

Sector Weightings

SectorPLGIX
Technology   42.22%
Healthcare   15.61%
Industrials   5.95%
Real Estate   2.54%
Energy   0.45%
Utilities   0.02%

Recent News: PLGIX

Research Reports: PLGIX

Top Mutual Funds