PPSRX Mutual Fund
PPSRX Mutual Fund
Principal LargeCap Value Fund III Class R-5
PPSRX Mutual Fund Overview
PPSRX Mutual Fund (Principal LargeCap Value Fund III Class R-5) is managed by Principal Funds with $6.0M in net assets. PPSRX expense ratio is 0.93%, holding 882 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2000-12-06.
PPSRX performance shows a YTD return of 9.17%. The 1-year return is 17.74% and the 5-year return is 9.11%. PPSRX dividend yield stands at 18.84%, paid annually.
PPSRX 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 PPSRX holdings, sector breakdown, or dividend history.
PPSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.