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 Dow Up 0.10% Nasdaq Up 0.35%

Principal Large Cap Value III C (PLLCX)

10.18 Down 0.01(0.10%) Jul 28
Prev Close:10.18
YTD Return*:4.85%
Net Assets*:1.77B
Yield*:0.65%

* As of 31-Oct-10

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PLLCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
S&P 500 EMINI FUT DEC20103.43-9.72
JPM2.991.32
JNJ2.89-0.16
PFE2.818.46
T2.81-3.37

Fund Basics

Morningstar Overall Rating:
Total Assets:1.77B
Category:Large Value
Annual Report Expense Ratio (net):1.90%

Performance & Risk

YTD Return:4.85%
5y Avg Return:-3.00%
Rank in Category (ytd):67
% Rank in Category (ytd):5.21%
Beta (3y):1.04
Morningstar Risk Rating:3

Fund Summary

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. It invests primarily in undervalued equity securities of companies that it believes offer above-average potential for earnings growth. View More
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