PCRSX Mutual Fund

PCRSX Mutual Fund

NAV$14.71
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Fund Essentials

Net Assets
$11M
Expense Ratio
1.47%
Dividend Yield (Current)
-
Holdings
220
Inception Date
Nov 1, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+27.09%
1 Year+31.98%
3 Year+4.98%
5 Year+13.71%
10 Year+12.04%

Asset Allocation

Bonds: 100.00%
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Dividend Summary

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Latest Distribution
$2.52
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PCRSX Mutual Fund Overview

PCRSX Mutual Fund (Principal Large Cap Growth Fund I Class R-1) is managed by Principal Funds with $11.1M in net assets. PCRSX expense ratio is 1.47%, holding 220 positions across various sectors. Inception date: 2004-11-01.

PCRSX performance shows a YTD return of 27.09%. The 1-year return is 31.98% and the 5-year return is 13.71%.

PCRSX top holdings include a diversified portfolio. Go to all PCRSX holdings, PCRSX sectors, or PCRSX dividends.

PCRSX can be compared against other funds. Use PCRSX overlap to find shared positions, or PCRSX vs another fund for a side-by-side view. PCRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.