Principal LargeCap S&P 500 Index Fund R-5 Class
PLFPX
NASDAQ
| Weiss Ratings | PLFPX-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 | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Aaron J. Siebel (7), Tyler O’Donnell (2) | |||
| Website | -- | |||
| Fund Information | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal LargeCap S&P 500 Index Fund R-5 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 | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.58% | |||
| Dividend | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.14% | |||
| Asset Allocation | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.06% | |||
| Stock | 100.00% | |||
| U.S. Stock | 99.61% | |||
| Non-U.S. Stock | 0.39% | |||
| Bond | 0.06% | |||
| U.S. Bond | 0.06% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.48% | |||
| 30-Day Total Return | 2.10% | |||
| 60-Day Total Return | 5.42% | |||
| 90-Day Total Return | 15.51% | |||
| Year to Date Total Return | 10.02% | |||
| 1-Year Total Return | 26.47% | |||
| 2-Year Total Return | 39.13% | |||
| 3-Year Total Return | 75.07% | |||
| 5-Year Total Return | 89.62% | |||
| Price | PLFPX-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 | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $36.34 | |||
| 1-Month Low NAV | $35.20 | |||
| 1-Month High NAV | $36.84 | |||
| 52-Week Low NAV | $29.44 | |||
| 52-Week Low NAV (Date) | Jun 20, 2025 | |||
| 52-Week High NAV | $36.84 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 13.26 | |||
| Balance Sheet | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 13.92B | |||
| Operating Ratios | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.35% | |||
| Turnover Ratio | 4.20% | |||
| Performance | PLFPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.42% | |||
| Last Bear Market Total Return | -16.17% | |||