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PLVIX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Large Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.69
Min. Initial Investment
N/A
Fund Existence
over 24 years
Turnover
41.10
Front Load
N/A
Net Assets
3440146200.00
Manager Tenure
N/A

Fundamentals

PLVIX
Net Assets
3.44B
Fund Existence
over 24 years
Turnover
41.10
Total Expense Ratio
0.69
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.71
Assets in Top Ten Holdings
589M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.34B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.68
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
885.00
Number of Net Holdings
886.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
20.09%
Gain YTD
3.632
Annual Yield % from dividends
1.29
Returns for 1 year
4.41
Returns for 3 years
9.68
Returns for 5 years
36.63
Returns for 10 years
41.11
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com