Principal Large Cap Value III R1
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Large Value | | Fund Family: | Principal Funds | | Net Assets: | 4.64M | | Year-to-Date Return: | 13.17% | | Yield: | 1.41% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-04 |
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Mariateresa Monaco
Lead Manager since
02-Jun-09 | | | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund generally invests at least 80% of assets in companies with large market capitalizations(those with market capitalizations similar to companies in the Russell 1000 Value index) at the time of purchase. The fund may invest up to 25% of assets in securities of foreign companies. |
| Last Dividend
(19-Dec-08):
| 0.12 | | Last Cap Gain
(6-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 55.30% | | Average for Category:
| 67.10% |
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| Expense | PESAX | Category
Avg | | Total Expense Ratio: | 1.65%
| 1.27% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 520 | $635 | | 5 Yr Expense Projection*: |
$ 897 | $963 | | 10 Yr Expense Projection*: |
$ 1,955 | $1,849 |
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0.17% Nasdaq 0.00%
Profile
