PLGIX Mutual Fund
PLGIX Mutual Fund
PLGIX Mutual Fund
Principal Large Cap Growth Fund I Institutional Class
PLGIX Mutual Fund Overview
PLGIX Mutual Fund (Principal Large Cap Growth Fund I Institutional Class) is managed by Principal Funds with $311.0M in net assets. PLGIX expense ratio is 0.67%, holding 220 positions across various sectors. 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 14.08%, paid annually.
PLGIX top holdings include Amgen Inc 3.15 02/21/2040 (12.2%), Eli Lilly & Co 5 02/09/2054 (7.2%), Royalty Pharma Plc 3.3 09/02/2040 (6.6%), Duke Energy Carolinas Llc 4 09/30/2042 (5.3%), Starbucks Corp 4.8 02/15/2033 (4.7%). 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.