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Principal Large Cap S&P 500 Index J PSPJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.88  /  0.04 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • 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 1.13%
  • Turnover 4%

Morningstar’s Analysis PSPJX

Will PSPJX outperform in future?

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

A sound investment process and strong management team underpin Principal Large Cap S&P 500 Index J's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings PSPJX

  • Current Portfolio Date
  • Equity Holdings 503
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.94
426,556,871
Technology
6.94
426,147,143
Technology
3.34
205,190,044
Consumer Cyclical
2.78
171,036,621
Technology

Principal Government Money Market R-6

2.29
140,634,830

E-mini S&P 500 Future Dec 23

2.26
138,754,385
2.04
125,002,907
Communication Services
1.85
113,698,997
Communication Services
1.75
107,378,466
Communication Services
1.72
105,697,613
Financial Services