PLFMX Mutual Fund

PLFMX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-3) is managed by Principal Funds with $211.0M in net assets. PLFMX expense ratio is 0.66%, holding 507 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-06.

PLFMX performance shows a YTD return of 9.50%. The 1-year return is 18.77% and the 5-year return is 11.44%. PLFMX dividend yield stands at 2.19%, paid annually.

PLFMX 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 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.