PLFIX Mutual Fund
PLFIX Mutual Fund
PLFIX Mutual Fund
Principal LargeCap S&P 500 Index Fund Institutional Class
PLFIX Mutual Fund Overview
PLFIX Mutual Fund (Principal LargeCap S&P 500 Index Fund Institutional Class) is managed by Principal Funds with $6.28B in net assets. PLFIX expense ratio is 0.10%, holding 508 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2001-03-01.
PLFIX performance shows a YTD return of 12.42%. The 1-year return is 15.62% and the 5-year return is 12.62%. PLFIX dividend yield stands at 0.81%.
PLFIX top holdings include Nvidia Corp (7.5%), Apple, Inc (7.0%), Microsoft Corp (5.3%), Amazon.Com Inc (4.1%), Alphabet Inc (3.2%). Go to all PLFIX holdings, PLFIX sectors, or PLFIX dividends.
PLFIX can be compared against other funds. Use PLFIX overlap to find shared positions, or PLFIX vs another fund for a side-by-side view. PLFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.