PLSAX Mutual Fund

PLSAX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class A) is managed by Principal Funds with $1.05B in net assets. PLSAX expense ratio is 0.31%, holding 507 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2005-06-28.

PLSAX performance shows a YTD return of 9.71%. The 1-year return is 19.19% and the 5-year return is 11.81%. PLSAX dividend yield stands at 2.50%, paid annually.

PLSAX top holdings include Nvidia Corp. (7.6%), Apple, Inc (6.3%), Microsoft Corp (5.2%), Amazon.Com Inc (3.8%), Alphabet Inc Common Stock USD 0.001 (3.2%). Go to all PLSAX holdings, PLSAX sectors, or PLSAX dividends.

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