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Principal Large Cap S&P 500 Index R5 PLFPX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 21.17  /  1.03 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.16%
  • Turnover 4%

Morningstar’s Analysis PLFPX

Will PLFPX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Principal Large Cap S&P 500 Index R5's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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