PLFMX Mutual Fund
PLFMX Mutual Fund
Principal LargeCap S&P 500 Index Fund Class R-3
PLFMX Mutual Fund Overview
PLFMX Mutual Fund (Principal LargeCap S&P 500 Index Fund Class R-3) is managed by Principal Funds with $202.2M in net assets. PLFMX expense ratio is 0.66%, holding 507 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2000-12-06.
PLFMX performance shows a YTD return of 9.62%. The 1-year return is 21.48% and the 5-year return is 11.98%. PLFMX dividend yield stands at 2.19%, paid annually.
PLFMX top holdings include Nvidia Corp. (7.6%), Apple, Inc (6.3%), Microsoft Corp 4.100 Feb 06 37 (5.2%), Amazon.Com Inc (3.8%), Alphabet Inc Common Stock USD 0.001 (3.2%). View all PLFMX holdings, sector breakdown, or dividend history.
PLFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.