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Principal Fds, Inc. Large Cap Value Fd Iii, J Cl: (MF: PLVJX)

(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET

$19.24 USD

-0.14 (-0.72%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PLVJX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal LgCp Val III J PLVJX NA NA 1.00 0.15 0.76 1.00

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal LgCp Val III J PLVJX 19.24 2/27/2001 0.00 13.77 5.96 9.17
Principal LgCp Val III Inst PLVIX 19.38 11/27/2000 0.00 14.02 6.23 9.49
Principal LgCp Val III R3 PPSFX 20.44 12/6/2000 0.00 13.39 5.64 8.88
Principal LgCp Val III R5 PPSRX 19.59 12/6/2000 0.00 13.73 5.96 9.22
Principal LgCp Val III R4 PPSSX 19.36 12/6/2000 0.00 13.61 5.84 9.07
Principal LgCp Val III R1 PESAX 19.08 8/11/2006 0.00 13.02 5.32 8.53

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal LgCp Val III J PLVJX 1000 100 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343