Principal Large Cap S&P 500 Index 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: | 55.39M | | Year-to-Date Return: | 16.40% | | Yield: | 1.83% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Dirk Laschanzky
Lead Manager since
01-Oct-03 | | | Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, he was a portfolio manager and analyst for over seven years at AMR Investment Services. Laschanzky 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 invests at least 80% of net assets in common stocks of companies that compose the S&P 500 index. As of the most recent calendar year end, the market capitalization range of the index was between approximately $0.5 billion and $406.1 billion. |
| Last Dividend
(19-Dec-08):
| 0.13 | | Last Cap Gain
(21-Dec-07):
| 0.12 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | PLSAX | Category
Avg | | Total Expense Ratio: | 0.66%
| 1.08% | | Max 12b1 Fee: | 0.15%
| N/A | | Max Front End Sales Load: | 1.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 358 | $776 | | 5 Yr Expense Projection*: |
$ 512 | $1,291 | | 10 Yr Expense Projection*: |
$ 960 | $2,371 |
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1.48% Nasdaq 0.00%
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