PLVJX Mutual Fund (Principal LargeCap Value Fund III Class J) is managed by Principal Funds with $92.7M in net assets. PLVJX expense ratio is 0.92%, holding 882 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2001-03-01.

PLVJX performance shows a YTD return of 14.03%. The 1-year return is 17.82% and the 5-year return is 9.12%. PLVJX dividend yield stands at 19.73%, paid annually.

PLVJX 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 PLVJX holdings, sector breakdown, or dividend history.

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