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    Principal LargeCap Value A (PCACX)

    12.18 Up 0.01(0.08%) Aug 28

    Profile as of Jul 30, 2015Get Profile for:
    Principal LargeCap Value A
    Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
    Phone: 800-222-5852
    Fund Overview 
    Category:Large Value
    Fund Family:Principal Funds
    Net Assets:2.52B
    Year-to-Date Return:0.86%
    Morningstar Rating:2 stars
    Fund Inception Date:Jun 28, 2005
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    Jeffrey A. Schwarte
    Lead Manager since Feb 1, 2010
    Jeff is a portfolio manager for Principal Global Equities. He serves as a portfolio manager for US large-cap and mid- cap strategies. Jeff co-leads and is an active contributor to the firm's global research and development team, responsible for model development and testing, proprietary technologies, risk management analytics and systematic strategies. 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 Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    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 86 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 16, 2014) : 0.00
    Annual Holdings Turnover (Aug 26, 2015) : 118.80%
    Average for Category:38.75%
    Fees & Expenses 
    ExpensePCACXCategory Avg
    Annual Report Expense Ratio (net):0.85%1.11%
    Prospectus Net Expense Ratio:0.85%N/A
    Prospectus Gross Expense Ratio:0.85%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.50%5.43%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:806519
    5 Yr Expense Projection*:995810
    10 Yr Expense Projection*:1,5411,629
    * Per $10,000 invested