PPSFX Mutual Fund

PPSFX Mutual Fund (Principal LargeCap Value Fund III Class R-3) is managed by Principal Funds with $8.7M in net assets. PPSFX expense ratio is 1.24%, holding 882 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-12-06.

PPSFX performance shows a YTD return of 14.88%. The 1-year return is 21.84% and the 5-year return is 9.67%. PPSFX dividend yield stands at 16.64%, paid annually.

PPSFX 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 PPSFX holdings, PPSFX sectors, or PPSFX dividends.

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