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Morningstar

Principal Large Cap S&P 500 Index R5 PLFPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.31  /  −1.21 %
  • 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 0.99%
  • Turnover 6%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLFPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFPX 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 PLFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLFPX

More PLFPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

Apple Inc

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Technology

NVIDIA Corp

4.50 331.5 Mil
Technology

Amazon.com Inc

3.70 272.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.50 184.5 Mil
Communication Services

Alphabet Inc Class A

1.89 139.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.71 126.3 Mil
Financial Services

Alphabet Inc Class C

1.60 118.1 Mil
Communication Services

Eli Lilly and Co

1.38 101.9 Mil
Healthcare

Broadcom Inc

1.31 96.8 Mil
Technology