PLVIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal Large Cap Value III Inst (PLVIX) Ownership - Who owns Principal Large Cap Value III Inst?

The investment seeks long-term growth of capital... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PLVIX

Net Assets

3.65B

Fund Existence

over 24 years

Turnover

41.10

Total Expense Ratio

0.72

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.79

Assets in Top Ten Holdings

589M

Average Credit Quality

N/A

Average Effective Duration

0.15

Average Effective Maturity

0.15

Fund of Funds

Fund Share Class Net Assets

3.55B

Fund Type

OpenEnd

Index Fund

Management Fee

0.76

Modified Duration

0.15

No Load Fund

Yes

Number of Long Holdings

887.00

Number of Net Holdings

889.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.18%

Gain YTD

1.263

Annual Yield % from dividends

1.29

Returns for 1 year

3.32

Returns for 3 years

6.72

Returns for 5 years

49.72

Returns for 10 years

42.30

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Category LargeValue

Profile

Fundamentals

Details