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Morningstar

Principal LargeCap Growth I J PLGJX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.66  /  +0.88 %
  • Total Assets 9.6 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 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.

  • Process Pillar

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

  • People Pillar

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

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.

by Tony Thomas
Rated on Published on

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Portfolio Holdings PLGJX

More PLGJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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