Principal Large Cap Blend II 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: | 39.85M | | Year-to-Date Return: | 26.16% | | Yield: | 0.75% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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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: | $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 within the range of companies in the S&P 500 index) at the time of purchase. It generally remains fully invested (less than 5% cash reserves) and has approximately the same industry weightings as compared to the S&P 500 index. |
| Last Dividend
(19-Dec-08):
| 0.06 | | Last Cap Gain
(21-Dec-07):
| 1.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | PLRAX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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