Principal Large Cap S&P 500 Index R3 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Principal LargeCap S&P 500 Index Fund R-3 Class PLFMX
- NAV / 1-Day Return 35.20 / +0.28 %
- Total Assets 13.6B
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.660%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.34%
- Turnover 4%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:14 AM GMT+0
Morningstar’s Analysis PLFMX
Will PLFMX 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 PLFMX 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 PLFMX’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 38.1
|
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