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Principal Largecap Value Fund Iii Institutional Class (PLVIX)

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21.91 +0.17    +0.78%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.83B
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
Principal Large Cap Value III Inst 21.91 +0.17 +0.78%

PLVIX Overview

 
Find basic information about the Principal Largecap Value Fund Iii Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PLVIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US74253J6771)
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Rating
1-Year Change23.24%
Prev. Close21.74
Risk Rating
TTM Yield1.33%
ROE19.98%
IssuerPrincipal Funds
Turnover36.50%
ROA7.27%
Inception Date36866
Total Assets3.83B
Expenses0.71%
Min. InvestmentN/A
Market Cap89.55B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1153 1036 1290 1229 1623 2450
Fund Return 15.33% 3.64% 28.97% 7.12% 10.17% 9.38%
Place in category 556 312 678 655 631 277
% in Category 47 27 60 60 63 39

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.94B 18.77 5.53 12.65
  Principal Equity Income Inst 7.71B 16.28 6.02 9.73
  Principal Large Cap S&P 500 Index I 6.3B 20.82 8.89 12.81
  Principal Preferred Securities Inst 4.36B 9.49 1.29 4.30
  Principal Real Estate Securities In 3.87B 9.90 -0.07 7.08

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68B 15.98 8.60 11.25
  Vanguard Equity-Income Adm 53.42B 15.14 8.73 10.28
  Vanguard Windsor II Admiral 49.3B 14.13 7.13 10.64
  American Funds American Mutual A 42.49B 16.17 8.16 9.70
  Vanguard Value Index Adm 38.02B 17.31 9.16 10.42

Top Holdings

Name ISIN Weight % Last Change %
Principal Government Money Market R-6 - 2.77 - -
  Invesco S&P 500 Pure Value US46137V2584 2.62 97.21 +1.21%
  UnitedHealth US91324P1021 2.50 605.83 +2.53%
  Bank of America US0605051046 2.42 47.50 +1.06%
  Exxon Mobil US30231G1022 2.15 119.97 -1.49%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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