PLPIX Mutual Fund

PLPIX Mutual Fund

NAV$28.84
See how much of PLPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$16M
Expense Ratio
0.98%
Dividend Yield (Current)
0.46%
Holdings
507
Inception Date
Nov 1, 2004
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+26.27%
1 Year+27.55%
3 Year+8.90%
5 Year+13.61%
10 Year+11.70%

Asset Allocation

Stocks: 95.40%
Bonds: 0.02%
Cash: 2.26%
Other: 2.32%
See how much of PLPIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
0.46%
Frequency
Annually
Latest Distribution
$0.05
-

Peer Comparison

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

PLPIX Mutual Fund Overview

PLPIX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-1) is managed by Principal Funds with $15.6M in net assets. PLPIX expense ratio is 0.98%, holding 507 positions across various sectors. Inception date: 2004-11-01.

PLPIX performance shows a YTD return of 26.27%. The 1-year return is 27.55% and the 5-year return is 13.61%. PLPIX dividend yield stands at 0.46%, paid annually.

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

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