Principal Large Cap S&P 500 Index Inst 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.
Principal LargeCap S&P 500 Index Fund Institutional Class PLFIX
- NAV / 1-Day Return 35.27 / −1.23 %
- Total Assets 13.8B
-
Adj. Expense Ratio
0.100%
- Expense Ratio 0.100%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.81%
- Turnover 4%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PLFIX
Will PLFIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLFIX 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 PLFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.78 | 1B | Technology |
Apple Inc | 6.39 | 839M | Technology |
Microsoft Corp | 4.86 | 638M | Technology |
Amazon.com Inc | 4.15 | 545M | Consumer Cyclical |
Alphabet Inc Class A | 3.59 | 472M | Communication Services |
Broadcom Inc | 3.17 | 417M | Technology |
Alphabet Inc Class C | 2.87 | 376M | Communication Services |
Meta Platforms Inc Class A | 2.15 | 282M | Communication Services |
Tesla Inc | 1.72 | 226M | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 1.39 | 183M | Financial Services |
United States