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Morningstar

Principal Large Cap S&P 500 Index R3 PLFMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 23.35  /  0.60 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.72%
  • Turnover 4%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis PLFMX

Will PLFMX outperform in 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 PLFMX’s performance objective and investment process is for both security selection and portfolio construction.

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.

A sound investment process and strong management team underpin Principal Large Cap S&P 500 Index R3's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLFMX

More PLFMX Holdings
  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.94
426,556,871
Technology

Apple Inc

6.94
426,147,143
Technology

Amazon.com Inc

3.34
205,190,044
Consumer Cyclical

NVIDIA Corp

2.78
171,036,621
Technology

Principal Government Money Market R-6

2.29
140,634,830
—

E-mini S&P 500 Future Dec 23

2.26
138,754,385
—

Alphabet Inc Class A

2.04
125,002,907
Communication Services

Meta Platforms Inc Class A

1.85
113,698,997
Communication Services

Alphabet Inc Class C

1.75
107,378,466
Communication Services

Berkshire Hathaway Inc Class B

1.72
105,697,613
Financial Services