Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.
Principal LargeCap Growth I Instl PLGIX
- NAV / 1-Day Return 18.41 / −0.49 %
- Total Assets 9.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis PLGIX
Will PLGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.29 | 957.9 Mil | Technology |
NVIDIA Corp | 6.64 | 685.0 Mil | Technology |
Amazon.com Inc | 6.26 | 644.9 Mil | Consumer Cyclical |
Apple Inc | 4.15 | 427.9 Mil | Technology |
Mastercard Inc Class A | 3.39 | 349.6 Mil | Financial Services |
Intuit Inc | 3.31 | 341.6 Mil | Technology |
Alphabet Inc Class A | 3.16 | 325.3 Mil | Communication Services |
Intuitive Surgical Inc | 2.84 | 293.1 Mil | Healthcare |
Meta Platforms Inc Class A | 2.63 | 270.6 Mil | Communication Services |
ServiceNow Inc | 2.52 | 259.4 Mil | Technology |