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Principal Largecap S&p 500 Index Fund Institutional Class (PLFIX)

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29.38 +0.16    +0.55%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.28B
Principal Large Cap S&P 500 Index Inst 29.38 +0.16 +0.55%

PLFIX Overview

 
Find basic information about the Principal Largecap S&p 500 Index Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PLFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change26.86%
Prev. Close29.22
Risk Rating
TTM Yield1.13%
ROE33.77%
IssuerPrincipal Funds
Turnover16%
ROA15.69%
Inception Date36951
Total Assets6.28B
Expenses0.12%
Min. InvestmentN/A
Market Cap327.43B
CategoryLarge Blend
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Principal Largecap S&p 500 Index Fund Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1208 1036 1378 1291 2016 3338
Fund Return 20.82% 3.61% 37.75% 8.89% 15.06% 12.81%
Place in category 399 446 474 365 302 114
% in Category 25 33 34 26 27 16

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.73B 18.77 5.53 12.65
  Principal Equity Income Inst 7.67B 16.28 6.02 9.73
  Principal Preferred Securities Inst 4.38B 9.49 1.29 4.30
  Principal Real Estate Securities In 3.85B 9.90 -0.07 7.08
  Principal Large Cap Value III Inst 3.77B 15.33 7.12 9.38

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.00 229.77 +0.55%
  Microsoft US5949181045 6.32 417.00 +1.00%
  NVIDIA US67066G1040 5.90 141.88 -3.27%
E-mini S&P 500 Future Dec 24 - 3.48 - -
  Amazon.com US0231351067 3.44 197.12 -0.64%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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