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Principal Large Cap Value III J PLVJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 17.97  /  0.39 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.28%
  • Turnover 45%

Morningstar’s Analysis PLVJX

Will PLVJX outperform in future?

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

Principal Large Cap Value III J's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

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-costliest quintile among peers.

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Portfolio Holdings PLVJX

  • Current Portfolio Date
  • Equity Holdings 856
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.50
75,716,303
2.07
62,743,452
Industrials
2.05
62,181,016
Healthcare

VICI Properties Inc Ordinary Shares

1.94
58,785,505
Real Estate
1.93
58,485,019
Financial Services
1.71
51,670,898
Financial Services
1.69
51,171,880
Technology
1.66
50,311,395
Healthcare
1.59
48,164,525
Communication Services
1.53
46,365,955
Communication Services