PLVJX – Principal Large Cap Value III J Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in value companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations and in other investment companies (for example, an exchange-traded fund (ETF)).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PLVIX	Principal LargeCap Value Fund III Institutional Class	Institutional	Open			Dec 6, 2000	$2.59B	0.680%	Average	$0	−$986.56M
PPSRX	Principal LargeCap Value Fund III R-5 Class	Retirement, Large	Open			Dec 6, 2000	$6.01M	0.930%	High	$0	−$849,706.41
PPSFX	Principal LargeCap Value Fund III R-3 Class	Retirement, Medium	Open			Dec 6, 2000	$8.27M	1.240%	Above Average	$0	−$2.20M
PLVJX	Principal LargeCap Value Fund III Class J	Retirement, Medium	Open			Mar 1, 2001	$92.87M	0.920%	Below Average	$1,000	−$8.16M

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