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 (15), Randy L. Welch (15), Michael Messina (0), 1 other | |||
| 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) | 0.52% | |||
| Asset Allocation | PLGIX-NASDAQ | Click to Compare |
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| Cash | 1.33% | |||
| Stock | 98.38% | |||
| U.S. Stock | 96.10% | |||
| Non-U.S. Stock | 2.28% | |||
| Bond | 0.08% | |||
| U.S. Bond | 0.08% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.17% | |||
| Convertible | 0.00% | |||
| Other Net | 0.05% | |||
| Price History | PLGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 6.59% | |||
| 30-Day Total Return | -1.72% | |||
| 60-Day Total Return | -7.30% | |||
| 90-Day Total Return | -10.65% | |||
| Year to Date Total Return | -6.96% | |||
| 1-Year Total Return | 8.03% | |||
| 2-Year Total Return | 46.74% | |||
| 3-Year Total Return | 42.60% | |||
| 5-Year Total Return | 84.65% | |||
| 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 | $15.35 | |||
| 1-Month Low NAV | $13.56 | |||
| 1-Month High NAV | $15.62 | |||
| 52-Week Low NAV | $13.56 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.75 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | PLGIX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 20.44 | |||
| Balance Sheet | PLGIX-NASDAQ | Click to Compare |
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| Total Assets | 8.48B | |||
| Operating Ratios | PLGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.67% | |||
| Turnover Ratio | 39.60% | |||
| Performance | PLGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.50% | |||
| Last Bear Market Total Return | -21.52% | |||