Nasdaq - Delayed Quote USD

Principal Large Cap S&P 500 Index R5 (PLFPX)

27.87
-0.02
(-0.07%)
At close: May 9 at 8:01:58 PM EDT
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  • Previous Close 27.89
  • YTD Return -5.06%
  • Expense Ratio 0.35%
  • Category Large Blend
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.5B
  • Beta (5Y Monthly) 1.00
  • Yield 1.06%
  • 5y Average Return --
  • Holdings Turnover 2.30%
  • Last Dividend 0.29
  • Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Principal Funds

Fund Family

Large Blend

Fund Category

8.5B

Net Assets

2001-03-01

Inception Date

More about Principal Large Cap S&P 500 Index R5

Performance Overview: PLFPX

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Trailing returns as of 5/8/2025. Category is Large Blend.

YTD Return

PLFPX
5.06%
Category
5.31%
 

1-Year Return

PLFPX
11.64%
Category
20.31%
 

3-Year Return

PLFPX
11.71%
Category
6.48%
 

5-Year Return

PLFPX
15.12%
Category
11.78%
 

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Holdings: PLFPX

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Sector Weightings

SectorPLFPX
Technology   31.00%
Financial Services   14.21%
Healthcare   11.19%
Consumer Cyclical   10.35%
Communication Services   9.33%
Industrials   7.46%
Consumer Defensive   6.03%
Energy   3.66%
Utilities   2.72%
Real Estate   2.27%
Basic Materials   1.79%
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Recent News: PLFPX

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Research Reports: PLFPX

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