Principal LargeCap Growth Fund I Class R-6
PLCGX
NASDAQ
| Weiss Ratings | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (16), Michael Messina (1), May Tong (1) | |||
| Website | -- | |||
| Fund Information | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LargeCap Growth Fund I Class R-6 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 25, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.46% | |||
| Asset Allocation | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.66% | |||
| Stock | 98.79% | |||
| U.S. Stock | 96.67% | |||
| Non-U.S. Stock | 2.12% | |||
| Bond | 0.17% | |||
| U.S. Bond | 0.17% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.26% | |||
| Convertible | 0.00% | |||
| Other Net | 0.11% | |||
| Price History | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.19% | |||
| 30-Day Total Return | -3.67% | |||
| 60-Day Total Return | -7.61% | |||
| 90-Day Total Return | -10.14% | |||
| Year to Date Total Return | -10.48% | |||
| 1-Year Total Return | 12.79% | |||
| 2-Year Total Return | 13.58% | |||
| 3-Year Total Return | 55.55% | |||
| 5-Year Total Return | 37.26% | |||
| Price | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.43 | |||
| 1-Month Low NAV | $13.72 | |||
| 1-Month High NAV | $15.18 | |||
| 52-Week Low NAV | $13.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.28 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 14.72 | |||
| Balance Sheet | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.74B | |||
| Operating Ratios | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.59% | |||
| Turnover Ratio | 34.70% | |||
| Performance | PLCGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.55% | |||
| Last Bear Market Total Return | -21.55% | |||