PPSSX Mutual Fund

PPSSX Mutual Fund

NAV$21.08
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Fund Essentials

Net Assets
$1M
Expense Ratio
1.08%
Dividend Yield (Current)
0.98%
Holdings
882
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+19.90%
1 Year+26.06%
3 Year+9.81%
5 Year+9.95%
10 Year+9.14%

Asset Allocation

Stocks: 93.43%
Bonds: 0.03%
Cash: 2.28%
Other: 4.26%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.98%
Frequency
Annually
Latest Distribution
$0.12
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PPSSX Mutual Fund Overview

PPSSX Mutual Fund (Principal LargeCap Value Fund III Class R-4) is managed by Principal Funds with $1.1M in net assets. PPSSX expense ratio is 1.08%, holding 882 positions across various sectors. Inception date: 2000-12-06.

PPSSX performance shows a YTD return of 19.90%. The 1-year return is 26.06% and the 5-year return is 9.95%. PPSSX dividend yield stands at 0.98%, paid annually.

PPSSX top holdings include a diversified portfolio. Go to all PPSSX holdings, PPSSX sectors, or PPSSX dividends.

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