PLFPX Mutual Fund
PLFPX Mutual Fund
PLFPX Mutual Fund
Principal LargeCap S&P 500 Index Fund Class R-5
PLFPX Mutual Fund Overview
PLFPX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-5) is managed by Principal Funds with $428.9M in net assets. PLFPX expense ratio is 0.35%, holding 508 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2000-12-06.
PLFPX performance shows a YTD return of 12.63%. The 1-year return is 19.95% and the 5-year return is 12.34%. PLFPX dividend yield stands at 2.34%, paid annually.
PLFPX 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 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.