PLVIX Mutual Fund

PLVIX Mutual Fund (Principal LargeCap Value Fund III Institutional Class) is managed by Principal Funds with $2.63B in net assets. PLVIX expense ratio is 0.68%, holding 882 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-12-06.

PLVIX performance shows a YTD return of 15.28%. The 1-year return is 22.57% and the 5-year return is 10.29%. PLVIX dividend yield stands at 18.55%, paid annually.

PLVIX top holdings include Invesco S&p 500 Pure Value ETF (4.2%), Alphabet Inc Common Stock USD 0.001 (3.0%), Exxon Mobil Corp. (2.5%), Carnival Corporation Common Stock (2.5%), Merck & Company Inc (2.3%). Go to all PLVIX holdings, PLVIX sectors, or PLVIX dividends.

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