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Principal Large Cap S&P 500 Index R1 PLPIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.92  /  +0.12 %
  • Total Assets 7.7 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.53%
  • Turnover 6%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PLPIX

Will PLPIX outperform in future?

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

Principal Large Cap S&P 500 Index R1’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings PLPIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.76 491.1 Mil
Technology

Apple Inc

5.78 419.7 Mil
Technology

NVIDIA Corp

4.99 362.3 Mil
Technology

Amazon.com Inc

3.74 271.6 Mil
Consumer Cyclical

Alphabet Inc Class A

2.24 162.9 Mil
Communication Services

Meta Platforms Inc Class A

2.21 160.7 Mil
Communication Services

Alphabet Inc Class C

1.90 137.9 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.69 122.5 Mil
Financial Services

Eli Lilly and Co

1.46 105.7 Mil
Healthcare

Broadcom Inc

1.34 97.1 Mil
Technology