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Principal LargeCap Value A (PCACX)

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Principal LargeCap Value A

Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Management Information
Joel B. Fortney,Lead Manager since December 30, 2014
Joel is a portfolio manager for Principal Global Equities. He serves as a portfolio manager for U.S. large-cap and mid-cap strategies. In addition, he provides fundamental investment research on U.S.-based companies in the financial sector. Joel joined the firm in 2001, and was named a portfolio manager in 2011. He received an MBA in finance, economics, econometrics and statistics from the University of Chicago Booth School of Business and a Bachelor's Degree in finance from the University of Iowa. Joel has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Value
Fund FamilyPrincipal Funds
Net Assets2.13B
YTD Return3.53%
Morningstar Rating★★
Inception DateJun 27, 2005

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover99.20%
Average for CategoryN/A

Fees & Expenses

ExpensePCACXCategory Average
Annual Report Expense Ratio (net)0.87%1.06%
Prospectus Net Expense Ratio0.87%N/A
Prospectus Gross Expense Ratio0.87%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.50%5.25%
Max Deferred Sales LoadN/A1.91%
3 Yr Expense Projection812N/A
5 Yr Expense Projection1,006N/A
10 Yr Expense Projection1,564N/A