Morningstar

Principal LargeCap Growth Fund I Class A PLGAX

Medalist Rating as of Jul 2, 2026 See Principal Investment Hub

Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PLGIX	Principal LargeCap Growth Fund I Institutional Class	Institutional	Open			Dec 6, 2000	$267.08M	0.670%	Average	$0	−$180.80M
PLGAX	Principal LargeCap Growth Fund I Class A	Front Load	Open			Mar 1, 2013	$448.80M	0.930%	Below Average	$1,000	−$69.89M
PPUPX	Principal LargeCap Growth Fund I R-5 Class	Retirement, Large	Open			Dec 6, 2000	$73.69M	0.850%	High	$0	−$67.78M
PLCGX	Principal LargeCap Growth Fund I Class R-6	Retirement, Large	Open			Nov 25, 2014	$5.20B	0.590%	Average	$0	−$943.80M
PPUMX	Principal LargeCap Growth Fund I R-3 Class	Retirement, Medium	Open			Dec 6, 2000	$49.93M	1.160%	Average	$0	−$19.47M
PLGJX	Principal LargeCap Growth Fund I Class J	Retirement, Medium	Open			Mar 1, 2001	$345.47M	0.780%	Low	$1,000	−$69.99M

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