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Principal LargeCap Value A (PCACX)

13.87 Down 0.09(0.64%) Sep 12

Profile as of Aug 30, 2014Get Profile for:
Principal LargeCap Value A
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Map
Phone: 800-222-5852
Fund Overview 
Category:Large Value
Fund Family:Principal Funds
Net Assets:3.76B
Year-to-Date Return:8.29%
Yield:0.76%
Morningstar Rating:2 stars
Fund Inception Date:Jun 28, 2005
Morningstar Style Box 
Large Value
[View Category Definition]
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Management Information 
Jeffrey Schwarte
Lead Manager since Feb 1, 2010
Jeffrey A. Schwarte, CFA - Portfolio Manager Jeff is a portfolio manager at Principal Global Equities. He is responsible for co-managing many of the firm’s key U.S. large-cap equity strategies. Jeff is an active member in the group’s research and development activities. He joined the equities group in 2000 as an analyst, and named a portfolio manager in 2001. He has been with Principal since 1993, holding various positions with the firm such as investment accountant and auditor. He received a bachelor's degree in accounting from the University of Northern Iowa.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:100
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
PCACX can be purchased from 84 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of each purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund actively trades portfolio securities.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2013) : 0.00
Annual Holdings Turnover (Sep 10, 2014) : 121.40%
Average for Category:33.27%
Fees & Expenses 
ExpensePCACXCategory Avg
Annual Report Expense Ratio (net):0.89%1.13%
Prospectus Net Expense Ratio:0.89%N/A
Prospectus Gross Expense Ratio:0.89%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.38%
Max Deferred Sales Load: N/A2.34%
3 Yr Expense Projection*:818528
5 Yr Expense Projection*:1,016837
10 Yr Expense Projection*:1,5861,674
* Per $10,000 invested