Morningstar

Principal LargeCap S&P 500 Index Fund Class A PLSAX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return$35.94  /  +2.36%
  • Fund Size$9.1B
  • Adjusted Expense Ratio0.310%
  • Net Expense Ratio0.310%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.63%
  • Turnover Ratio4%
NAV and 1-Day Return as of

Morningstar’s Analysis PLSAX

Will PLSAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Large Cap S&P 500 Index A holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PLSAX

More PLSAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.30776M
Technology

Apple Inc

7.30683M
Technology

Microsoft Corp

5.72535M
Technology

Amazon.com Inc

3.67344M
Consumer Cyclical

Alphabet Inc Class A

3.03284M
Communication Services

Broadcom Inc

2.51235M
Technology

Alphabet Inc Class C

2.43228M
Communication Services

Meta Platforms Inc Class A

2.40225M
Communication Services

Micron Technology Inc

1.81169M
Technology

Tesla Inc

1.50140M
Consumer Cyclical

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