PPSFX Mutual Fund
PPSFX Mutual Fund
Principal LargeCap Value Fund III Class R-3
PPSFX Mutual Fund Overview
PPSFX Mutual Fund (Principal LargeCap Value Fund III Class R-3) is managed by Principal Funds with $8.4M in net assets. PPSFX expense ratio is 1.24%, holding 882 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2000-12-06.
PPSFX performance shows a YTD return of 9.00%. The 1-year return is 17.43% and the 5-year return is 8.78%. PPSFX dividend yield stands at 17.38%, paid annually.
PPSFX top holdings include Invesco Exchange-Traded Fund Trust - Invesco S&P 500R Pure (4.2%), 'alphabet Inc., Class 'a'' (3.0%), Exxon Mobil Corp (2.5%), Carnival Corp. (2.5%), Merck & Co. Inc. (2.3%). View all PPSFX holdings, sector breakdown, or dividend history.
PPSFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.