PLFSX Mutual Fund

NAV$29.22

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%

Price Chart (6M)

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Top Holdings

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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
See how PLFSX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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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. View all PLFSX holdings, sector breakdown, or dividend history.

PLFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.