PCRSX Mutual Fund

NAV$14.71

Fund Essentials

Net Assets
$11M
Expense Ratio
1.47%
Dividend Yield (Current)
-
Holdings
416
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

Stocks: 97.67%
Cash: 1.46%
Other: 0.87%

Price Chart (6M)

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Top Holdings

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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
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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 416 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. View all PCRSX holdings, sector breakdown, or dividend history.

PCRSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.