Principal Large Cap S&P 500 Index J holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Principal LargeCap S&P 500 Index Fund Class J PSPJX
- NAV / 1-Day Return 34.70 / −1.22 %
- Total Assets 13.7B
-
Adj. Expense Ratio
0.270%
- Expense Ratio 0.270%
- 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 0.68%
- Turnover 4%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PSPJX
Will PSPJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PSPJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PSPJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.79 | 1B | Technology |
Apple Inc | 6.96 | 969M | Technology |
Microsoft Corp | 5.08 | 707M | Technology |
Amazon.com Inc | 4.02 | 559M | Consumer Cyclical |
Alphabet Inc Class A | 3.36 | 468M | Communication Services |
Broadcom Inc | 3.22 | 448M | Technology |
Alphabet Inc Class C | 2.67 | 372M | Communication Services |
Meta Platforms Inc Class A | 2.10 | 292M | Communication Services |
Tesla Inc | 1.86 | 259M | Consumer Cyclical |
Micron Technology Inc | 1.66 | 231M | Technology |
United States