Principal Large Cap Blend I A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Large Blend | | Fund Family: | Principal Funds | | Net Assets: | 79.81M | | Year-to-Date Return: | 12.50% | | Yield: | 1.03% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Robert C. Jones
Lead Manager since
16-Dec-02 | | | Jones is a chief investment officer and managing director of Goldman Sachs Asset Management, L.P. He joined the adviser as a portfolio manager in 1989. Jones holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets (plus any borrowings for investment purposes) in equity securities of companies with large market capitalizations (those with market capitalizations similar to companies in the S&P 500 index (as of the most recent calendar year end, the range was between approximately $0.5 billion and $406.1 billion)) measured at the time of purchase. It may also invest up to 25% of assets in foreign securities. |
| Last Dividend
(19-Dec-08):
| 0.07 | | Last Cap Gain
(21-Dec-07):
| 0.28 | | Annual Holdings Turnover
| 100.60% | | Average for Category:
| 78.94% |
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| Expense | PBLCX | Category
Avg | | Total Expense Ratio: | 1.11%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 883 | $776 | | 5 Yr Expense Projection*: |
$ 1,128 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,827 | $2,371 |
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1.27% Nasdaq 
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