Principal Large Cap Value A
Principal Financial Group 711 High St Des Moines IA 50392
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Phone: 800-222-5852
| Category: | Large Value | | Fund Family: | Principal Funds | | Net Assets: | 152.48M | | Year-to-Date Return: | 7.10% | | Yield: | 1.98% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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John Pihlblad
Lead Manager since
06-Dec-00 | | | Pihlblad is a portfolio manager at PGI. He joined the firm in 2000 and led the development of PGI's Global Research Platform. He has over 25 years experience in creating and managing quantitative investment systems. Prior to joining PGI, Pihlblad was a partner and co-founder of GlobeFlex Capital in San Diego where he was responsible for the development and implementation of the investment process for both domestic and international products. Pihlblad 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 in common stocks of companies with large market capitalizations (those with market capitalizations similar to companies in the Russell 1000 Value index) at the time of purchase. It also may invest up to 25% of assets in foreign securities. |
| Last Dividend
(19-Dec-08):
| 0.16 | | Last Cap Gain
(6-Dec-07):
| 1.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
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| Expense | PCACX | Category
Avg | | Total Expense Ratio: | 0.98%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 845 | $638 | | 5 Yr Expense Projection*: |
$ 1,062 | $966 | | 10 Yr Expense Projection*: |
$ 1,685 | $1,855 |
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0.34% Nasdaq 0.00%
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