PLVJX Mutual Fund

PLVJX Mutual Fund (Principal LargeCap Value Fund III Class J) is managed by Principal Funds with $94.4M in net assets. PLVJX expense ratio is 0.92%, holding 285 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-03-01.

PLVJX performance shows a YTD return of 11.92%. The 1-year return is 15.69% and the 5-year return is 10.12%. PLVJX dividend yield stands at 19.24%, paid annually.

PLVJX top holdings include Amazon.Com Inc (4.7%), Apple, Inc (3.7%), Microsoft Corp (3.5%), Principal Government Money Market R-6 (1.8%), Exxonmobil Corp. (1.8%). Go to all PLVJX holdings, PLVJX sectors, or PLVJX dividends.

PLVJX can be compared against other funds. Use PLVJX overlap to find shared positions, or PLVJX vs another fund for a side-by-side view. PLVJX alternatives are available via the screener, along with tax-loss harvesting opportunities.