Principal LargeCap Growth Fund I Class J
PLGJX
NASDAQ
| Weiss Ratings | PLGJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PLGJX-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 | PLGJX-NASDAQ | Click to Compare |
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| Fund Name | Principal LargeCap Growth Fund I Class J | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 01, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PLGJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PLGJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.51% | |||
| Asset Allocation | PLGJX-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 | PLGJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.85% | |||
| 30-Day Total Return | 0.80% | |||
| 60-Day Total Return | 3.54% | |||
| 90-Day Total Return | 14.94% | |||
| Year to Date Total Return | 2.09% | |||
| 1-Year Total Return | 11.05% | |||
| 2-Year Total Return | 22.50% | |||
| 3-Year Total Return | 58.55% | |||
| 5-Year Total Return | 43.53% | |||
| Price | PLGJX-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 | PLGJX-NASDAQ | Click to Compare |
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| Nav | $8.77 | |||
| 1-Month Low NAV | $8.47 | |||
| 1-Month High NAV | $9.14 | |||
| 52-Week Low NAV | $7.30 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $11.42 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | PLGJX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 16.15 | |||
| Balance Sheet | PLGJX-NASDAQ | Click to Compare |
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| Total Assets | 6.38B | |||
| Operating Ratios | PLGJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.78% | |||
| Turnover Ratio | 34.70% | |||
| Performance | PLGJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.78% | |||
| Last Bear Market Total Return | -21.58% | |||