Principal LargeCap Growth Fund I Institutional Class
PLGIX
NASDAQ
| Weiss Ratings | PLGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PLGIX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (17), Michael Messina (1), May Tong (1) | |||
| Website | -- | |||
| Fund Information | PLGIX-NASDAQ | Click to Compare |
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| Fund Name | Principal LargeCap Growth Fund I Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| 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 | PLGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PLGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.51% | |||
| Asset Allocation | PLGIX-NASDAQ | Click to Compare |
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| Cash | 0.85% | |||
| Stock | 98.61% | |||
| U.S. Stock | 96.03% | |||
| Non-U.S. Stock | 2.58% | |||
| Bond | 0.17% | |||
| U.S. Bond | 0.17% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.25% | |||
| Convertible | 0.00% | |||
| Other Net | 0.11% | |||
| Price History | PLGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.86% | |||
| 30-Day Total Return | 0.92% | |||
| 60-Day Total Return | 3.60% | |||
| 90-Day Total Return | 15.09% | |||
| Year to Date Total Return | 2.24% | |||
| 1-Year Total Return | 11.21% | |||
| 2-Year Total Return | 22.82% | |||
| 3-Year Total Return | 59.21% | |||
| 5-Year Total Return | 44.39% | |||
| Price | PLGIX-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 | PLGIX-NASDAQ | Click to Compare |
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| Nav | $16.39 | |||
| 1-Month Low NAV | $15.81 | |||
| 1-Month High NAV | $17.06 | |||
| 52-Week Low NAV | $13.64 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $19.18 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | PLGIX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 16.15 | |||
| Balance Sheet | PLGIX-NASDAQ | Click to Compare |
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| Total Assets | 6.38B | |||
| Operating Ratios | PLGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.67% | |||
| Turnover Ratio | 34.70% | |||
| Performance | PLGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.96% | |||
| Last Bear Market Total Return | -21.52% | |||