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Principal LargeCap Growth I J PLGJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.12  /  +0.08 %
  • Total Assets 10.5 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis PLGJX

Will PLGJX outperform in future?

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

Recent challenges don’t diminish its long-term appeal.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.

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Portfolio Holdings PLGJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.60 962.0 Mil
Technology

Amazon.com Inc

5.83 584.5 Mil
Consumer Cyclical

NVIDIA Corp

5.60 561.5 Mil
Technology

Apple Inc

4.92 492.7 Mil
Technology

Intuit Inc

3.77 378.3 Mil
Technology

Alphabet Inc Class A

3.40 341.2 Mil
Communication Services

Mastercard Inc Class A

3.28 328.3 Mil
Financial Services

Intuitive Surgical Inc

3.02 302.4 Mil
Healthcare

ServiceNow Inc

2.91 291.7 Mil
Technology

Adobe Inc

2.43 243.5 Mil
Technology