PLVIX Mutual Fund (Principal LargeCap Value Fund III Institutional Class) is managed by Principal Funds with $2.18B in net assets. PLVIX expense ratio is 0.68%, holding 882 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2000-12-06.

PLVIX performance shows a YTD return of 9.31%. The 1-year return is 18.08% and the 5-year return is 9.39%. PLVIX dividend yield stands at 19.38%, paid annually.

PLVIX top holdings include Invesco S&p 500 Pure Value ETF (4.2%), Alphabet Inc Common Stock USD 0.001 (3.0%), Exxon Mobil Corp. (2.5%), Carnival Corp. (2.5%), Merck & Company Inc (2.3%). View all PLVIX holdings, sector breakdown, or dividend history.

PLVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.