PLVJX Mutual Fund

PLVJX Mutual Fund (Principal LargeCap Value Fund III Class J) is managed by Principal Funds with $98.0M in net assets. PLVJX expense ratio is 0.92%, holding 882 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-03-01.

PLVJX performance shows a YTD return of 14.03%. The 1-year return is 22.26% and the 5-year return is 10.00%. PLVJX dividend yield stands at 18.88%, paid annually.

PLVJX 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 PLVJX holdings, PLVJX sectors, or PLVJX dividends.

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