PPSRX Mutual Fund

PPSRX Mutual Fund (Principal LargeCap Value Fund III Class R-5) is managed by Principal Funds with $6.4M in net assets. PPSRX expense ratio is 0.93%, holding 882 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2000-12-06.

PPSRX performance shows a YTD return of 15.11%. The 1-year return is 22.22% and the 5-year return is 10.00%. PPSRX dividend yield stands at 18.03%, paid annually.

PPSRX 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 PPSRX holdings, PPSRX sectors, or PPSRX dividends.

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