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 $207.8M in net assets. PLFMX expense ratio is 0.66%, holding 508 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-06.
PLFMX performance shows a YTD return of 12.42%. The 1-year return is 19.57% and the 5-year return is 11.99%. PLFMX dividend yield stands at 2.14%, paid annually.
PLFMX top holdings include Nvidia Corp (7.5%), Apple, Inc (7.0%), Microsoft Corp (5.3%), Amazon.Com Inc (4.1%), Alphabet Inc,class A (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.