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Principal Large Cap S&P 500 Index R1 (PLPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
24.84+0.51 (+2.10%)
At close: 06:45PM EST

Principal Large Cap S&P 500 Index R1

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management Information
,Lead Manager since July 31, 2023
Tyler O’Donnell has been with Principal® since 2015. He earned bachelor’s degrees in Mathematics and Biochemistry from the University of Iowa and an M.B.A. from Iowa State University. Mr. O’Donnell has earned the right to use the Chartered Financial Analyst designation.
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 Blend
Fund FamilyPrincipal Funds
Net Assets7.08B
YTD Return1.59%
Morningstar Rating★★★
Inception DateFeb 28, 2001

Fund Operations

Last Dividend0.13
Last Cap Gain54.00
Holdings Turnover5.90%
Average for CategoryN/A

Fees & Expenses

ExpensePLPIXCategory Average
Annual Report Expense Ratio (net)0.16%0.84%
Prospectus Net Expense Ratio0.16%N/A
Prospectus Gross Expense Ratio0.16%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A