PLVIX Mutual Fund

PLVIX Mutual Fund (Principal LargeCap Value Fund III Institutional Class) is managed by Principal Funds with $2.62B in net assets. PLVIX expense ratio is 0.68%, holding 285 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2000-12-06.

PLVIX performance shows a YTD return of 17.82%. The 1-year return is 21.59% and the 5-year return is 10.40%. PLVIX dividend yield stands at 18.15%, paid annually.

PLVIX top holdings include Amazon.Com Inc (4.7%), Apple, Inc (3.7%), Microsoft Corp (3.5%), Principal Government Money Market Fund - Class R-6 (1.8%), Exxon Mobil Corp. (1.8%). 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.