Principal LargeCap Growth Fund I Class R-6 PLCGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$15.20  /  +2.04%
  • Fund Size$6.3B
  • Adjusted Expense Ratio0.590%
  • Net Expense Ratio0.590%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Large
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio35%

Morningstar’s Analysis PLCGX

Will PLCGX outperform in the future?

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

Expecting a big capital gains distribution in 2026 and losing a comanager.

null Tony Thomas

Tony Thomas

Analyst Note

Investors in Principal LargeCap Growth I can expect a large capital gains distribution later in 2026. Those holding the fund in taxable accounts should especially take notice, because taxes will be due even if the distribution is reinvested. Many of the fund's clients are in retirement share classes, however, and they're unlikely to face such a burden.

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Portfolio Holdings PLCGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Advanced Micro Devices Inc

1.96140M
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