PLVJX Mutual Fund
PLVJX Mutual Fund
PLVJX Mutual Fund
Principal LargeCap Value Fund III Class J
PLVJX Mutual Fund Overview
PLVJX Mutual Fund (Principal LargeCap Value Fund III Class J) is managed by Principal Funds with $96.5M in net assets. PLVJX expense ratio is 0.92%, holding 275 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2001-03-01.
PLVJX performance shows a YTD return of 18.14%. The 1-year return is 22.06% and the 5-year return is 9.80%. PLVJX dividend yield stands at 18.23%, paid annually.
PLVJX top holdings include Amazon.Com Inc (4.7%), Microsoft Corp (4.5%), Apple Inc (4.4%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.9%), Abbvie Inc. (1.8%). 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.