PPSRX Mutual Fund
PPSRX Mutual Fund
PPSRX Mutual Fund
Principal LargeCap Value Fund III Class R-5
PPSRX Mutual Fund Overview
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 10.01%. PPSRX dividend yield stands at 17.64%, paid annually.
PPSRX top holdings include Invesco S&p 500 Pure Value ETF (4.2%), Alphabet A Usd 0.001 (3.0%), Exxon Mobil Corp. (2.5%), Carnival Corp. (2.5%), Merck & Co. 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.