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Principal Large Cap S&P 500 Index A PLSAX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 24.90  /  +2.13 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.11%
  • Turnover 6%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis PLSAX

Will PLSAX outperform in future?

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

Principal Large Cap S&P 500 Index A retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings PLSAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.08 501.2 Mil
Technology

Apple Inc

6.46 457.3 Mil
Technology

NVIDIA Corp

3.64 257.8 Mil
Technology

Amazon.com Inc

3.38 239.4 Mil
Consumer Cyclical

E-mini S&P 500 Future Mar 24

2.26 159.8 Mil

Principal Government Money Market R-6

2.11 149.4 Mil

Meta Platforms Inc Class A

2.07 146.9 Mil
Communication Services

Alphabet Inc Class A

1.99 140.6 Mil
Communication Services

Alphabet Inc Class C

1.69 119.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.67 118.4 Mil
Financial Services