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Principal Large Cap S&P 500 Index R5 PLFPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.65  /  +0.79 %
  • Total Assets 7.4 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.02%
  • Turnover 6%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis PLFPX

Will PLFPX outperform in future?

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

Principal Large Cap S&P 500 Index R5’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings PLFPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.08 501.2 Mil
Technology

Apple Inc

6.46 457.3 Mil
Technology

NVIDIA Corp

3.64 257.8 Mil
Technology

Amazon.com Inc

3.38 239.4 Mil
Consumer Cyclical

E-mini S&P 500 Future Mar 24

2.26 159.8 Mil

Principal Government Money Market R-6

2.11 149.4 Mil

Meta Platforms Inc Class A

2.07 146.9 Mil
Communication Services

Alphabet Inc Class A

1.99 140.6 Mil
Communication Services

Alphabet Inc Class C

1.69 119.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.67 118.4 Mil
Financial Services