PLPIX Mutual Fund

NAV$28.84

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%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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

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