PLFIX Mutual Fund

PLFIX Mutual Fund (Principal LargeCap S&P 500 Index Fund Institutional Class) is managed by Principal Funds with $8.47B in net assets. PLFIX expense ratio is 0.10%, holding 507 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2001-03-01.

PLFIX performance shows a YTD return of 9.83%. The 1-year return is 19.43% and the 5-year return is 12.06%. PLFIX dividend yield stands at 2.68%, paid annually.

PLFIX top holdings include Nvidia Corp. (7.6%), Apple, Inc (6.3%), Microsoft Corp (5.2%), Amazon.Com Inc (3.8%), Alphabet Inc Common Stock USD 0.001 (3.2%). Go to all PLFIX holdings, PLFIX sectors, or PLFIX dividends.

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