Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.
Principal LargeCap Growth I Instl PLGIX
- NAV / 1-Day Return 19.29 / +0.52 %
- Total Assets 10.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis PLGIX
Will PLGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.41 | 984.0 Mil | Technology |
NVIDIA Corp | 6.44 | 673.9 Mil | Technology |
Amazon.com Inc | 6.32 | 661.5 Mil | Consumer Cyclical |
Apple Inc | 4.53 | 473.5 Mil | Technology |
Intuit Inc | 3.70 | 387.2 Mil | Technology |
Mastercard Inc Class A | 3.43 | 359.2 Mil | Financial Services |
Alphabet Inc Class A | 3.16 | 331.0 Mil | Communication Services |
Intuitive Surgical Inc | 2.91 | 304.4 Mil | Healthcare |
Meta Platforms Inc Class A | 2.73 | 285.5 Mil | Communication Services |
ServiceNow Inc | 2.69 | 281.8 Mil | Technology |