PLGIX Mutual Fund

PLGIX Mutual Fund (Principal Large Cap Growth Fund I Institutional Class) is managed by Principal Funds with $328.9M in net assets. PLGIX expense ratio is 0.67%, holding 416 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2000-12-06.

PLGIX performance shows a YTD return of -0.25%. The 1-year return is 0.98% and the 5-year return is 5.70%. PLGIX dividend yield stands at 14.54%, paid annually.

PLGIX top holdings include Nvidia Corp. (10.7%), Microsoft Corp (9.1%), Apple, Inc (7.0%), Alphabet Inc Common Stock USD 0.001 (5.9%), Broadcom Inc (5.0%). Go to all PLGIX holdings, PLGIX sectors, or PLGIX dividends.

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