Morningstar

Principal LargeCap S&P 500 Index Fund R-5 Class PLFPX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $37.50  /  +1.30 %
  • Fund Size $9.5B
  • Adjusted Expense Ratio 0.350%
  • Net Expense Ratio 0.350%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.57%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis PLFPX

Will PLFPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLFPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Large Cap S&P 500 Index R5 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PLFPX

More PLFPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.30 776M
Technology

Apple Inc

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Technology

Microsoft Corp

5.72 535M
Technology

Amazon.com Inc

3.67 344M
Consumer Cyclical

Alphabet Inc Class A

3.03 284M
Communication Services

Broadcom Inc

2.51 235M
Technology

Alphabet Inc Class C

2.43 228M
Communication Services

Meta Platforms Inc Class A

2.40 225M
Communication Services

Micron Technology Inc

1.81 169M
Technology

Tesla Inc

1.50 140M
Consumer Cyclical

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