PLVJX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal Large Cap Value III J (PLVJX) Ownership - Who owns Principal Large Cap Value III J?

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

PLVJX

Net Assets

3.58B

Fund Existence

about 24 years

Turnover

41.10

Total Expense Ratio

1.02

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.09

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

84.8M

Fund Type

OpenEnd

Index Fund

Management Fee

0.76

Modified Duration

0.15

No Load Fund

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

-0.269

Annual Yield % from dividends

1.17

Returns for 1 year

-1.66

Returns for 3 years

-1.33

Returns for 5 years

62.92

Returns for 10 years

33.54

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Category LargeValue

Profile

Fundamentals

Details