PPSFX Mutual Fund

PPSFX Mutual Fund (Principal LargeCap Value Fund III Class R-3) is managed by Principal Funds with $8.3M in net assets. PPSFX expense ratio is 1.24%, holding 285 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2000-12-06.

PPSFX performance shows a YTD return of 17.38%. The 1-year return is 20.89% and the 5-year return is 9.78%. PPSFX dividend yield stands at 16.29%, paid annually.

PPSFX 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 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.