PLFPX Mutual Fund

PLFPX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-5) is managed by Principal Funds with $437.8M in net assets. PLFPX expense ratio is 0.35%, holding 507 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-06.

PLFPX performance shows a YTD return of 9.67%. The 1-year return is 19.11% and the 5-year return is 11.79%. PLFPX dividend yield stands at 2.41%, paid annually.

PLFPX 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 PLFPX holdings, PLFPX sectors, or PLFPX dividends.

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