Nasdaq - Delayed Quote USD

Principal LargeCap Growth I J (PLGJX)

13.23 +0.01 (+0.08%)
At close: May 10 at 8:01 PM EDT
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DELL
  • Previous Close 13.22
  • YTD Return 5.47%
  • 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 0.01
  • 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: PLGJX

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

YTD Return

PLGJX
5.47%
Category
12.38%
 

1-Year Return

PLGJX
29.31%
Category
41.70%
 

3-Year Return

PLGJX
2.98%
Category
22.56%
 

5-Year Return

PLGJX
12.33%
Category
21.98%
 

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Holdings: PLGJX

Top 10 Holdings (44.19% of Total Assets)

SymbolCompany% Assets
MSFT
MSFT 9.29%
NVDA
NVDA 6.64%
AMZN
AMZN 6.26%
AAPL
AAPL 4.15%
MA
MA 3.39%
INTU
INTU 3.31%
GOOGL
GOOGL 3.16%
ISRG
ISRG 2.84%
META
META 2.63%
NOW
NOW 2.52%

Sector Weightings

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

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Research Reports: PLGJX

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