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Principal Large Cap S&P 500 Index J PSPJX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 20.36  /  0.63 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.28%
  • Turnover 4%

Morningstar’s Analysis PSPJX

Will PSPJX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Principal Large Cap S&P 500 Index J's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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