Principal LargeCap S&P 500 Index Fund R-3 Class
PLFMX
NASDAQ
| Weiss Ratings | PLFMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PLFMX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Aaron J. Siebel (7), Tyler O’Donnell (2) | |||
| Website | -- | |||
| Fund Information | PLFMX-NASDAQ | Click to Compare |
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| Fund Name | Principal LargeCap S&P 500 Index Fund R-3 Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 06, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLFMX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.39% | |||
| Dividend | PLFMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | PLFMX-NASDAQ | Click to Compare |
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| Cash | 0.09% | |||
| Stock | 99.86% | |||
| U.S. Stock | 99.29% | |||
| Non-U.S. Stock | 0.57% | |||
| Bond | 0.05% | |||
| U.S. Bond | 0.05% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PLFMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.62% | |||
| 30-Day Total Return | -3.36% | |||
| 60-Day Total Return | -5.01% | |||
| 90-Day Total Return | -3.87% | |||
| Year to Date Total Return | -3.69% | |||
| 1-Year Total Return | 22.67% | |||
| 2-Year Total Return | 27.82% | |||
| 3-Year Total Return | 62.91% | |||
| 5-Year Total Return | 69.92% | |||
| Price | PLFMX-NASDAQ | Click to Compare |
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| 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 | PLFMX-NASDAQ | Click to Compare |
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| Nav | $31.26 | |||
| 1-Month Low NAV | $30.12 | |||
| 1-Month High NAV | $32.60 | |||
| 52-Week Low NAV | $24.10 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $33.51 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PLFMX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 12.05 | |||
| Balance Sheet | PLFMX-NASDAQ | Click to Compare |
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| Total Assets | 12.21B | |||
| Operating Ratios | PLFMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.66% | |||
| Turnover Ratio | 4.20% | |||
| Performance | PLFMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.28% | |||
| Last Bear Market Total Return | -16.26% | |||