PPSFX Mutual Fund
PPSFX Mutual Fund
PPSFX Mutual Fund
Principal LargeCap Value Fund III Class R-3
PPSFX Mutual Fund Overview
PPSFX Mutual Fund (Principal LargeCap Value Fund III Class R-3) is managed by Principal Funds with $8.5M in net assets. PPSFX expense ratio is 1.24%, holding 275 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2000-12-06.
PPSFX performance shows a YTD return of 18.92%. The 1-year return is 21.64% and the 5-year return is 9.47%. PPSFX dividend yield stands at 1.07%, paid annually.
PPSFX top holdings include Amazon.com Inc (4.7%), Microsoft Corp (4.5%), Apple Inc (4.4%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.9%), Abbvie Inc. (1.8%). Go to all PPSFX holdings, PPSFX sectors, or PPSFX dividends.
PPSFX can be compared against other funds. Use PPSFX overlap to find shared positions, or PPSFX vs another fund for a side-by-side view. PPSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.