Skip to Content

Principal Large Cap Value III J PLVJX

Quantitative rating as of
NAV / 1-Day Return
18.44  /  0.97 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
1.000%
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
0.79%
Turnover
46%

Morningstar’s Analysis PLVJX

Will PLVJX outperform in future?

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

Summary

|

Principal Large Cap Value III J's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor