PLFSX Mutual Fund

PLFSX Mutual Fund

NAV$29.22
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Fund Essentials

Net Assets
$130M
Expense Ratio
0.48%
Dividend Yield (Current)
0.82%
Holdings
507
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+26.86%
1 Year+28.24%
3 Year+9.46%
5 Year+14.16%
10 Year+12.25%

Asset Allocation

Stocks: 95.40%
Bonds: 0.02%
Cash: 2.26%
Other: 2.32%
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Dividend Summary

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Dividend Yield (Current)
0.82%
Frequency
Annually
Latest Distribution
$0.15
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PLFSX Mutual Fund Overview

PLFSX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-4) is managed by Principal Funds with $130.3M in net assets. PLFSX expense ratio is 0.48%, holding 507 positions across various sectors. Inception date: 2000-12-06.

PLFSX performance shows a YTD return of 26.86%. The 1-year return is 28.24% and the 5-year return is 14.16%. PLFSX dividend yield stands at 0.82%, paid annually.

PLFSX top holdings include a diversified portfolio. Go to all PLFSX holdings, PLFSX sectors, or PLFSX dividends.

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