PLFMX Mutual Fund
PLFMX Mutual Fund
PLFMX Mutual Fund
Principal LargeCap S&P 500 Index Fund Class R-3
PLFMX Mutual Fund Overview
PLFMX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-3) is managed by Principal Funds with $200.4M in net assets. PLFMX expense ratio is 0.66%, holding 508 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2000-12-06.
PLFMX performance shows a YTD return of 10.95%. The 1-year return is 11.38% and the 5-year return is 11.26%. PLFMX dividend yield stands at 0.34%, paid annually.
PLFMX top holdings include NVIDIA Corp (8.3%), Apple Inc (7.3%), Microsoft Corp (5.7%), Amazon.com Inc (3.7%), Alphabet Inc,class A (3.0%). Go to all PLFMX holdings, PLFMX sectors, or PLFMX dividends.
PLFMX can be compared against other funds. Use PLFMX overlap to find shared positions, or PLFMX vs another fund for a side-by-side view. PLFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.