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 $6.1M in net assets. PPSRX expense ratio is 0.93%, holding 285 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2000-12-06.
PPSRX performance shows a YTD return of 17.66%. The 1-year return is 21.25% and the 5-year return is 10.12%. PPSRX dividend yield stands at 17.64%, paid annually.
PPSRX 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 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.