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Principal Fds, Inc. Largecap Value Fd Iii Cl R-3: (MF: PPSFX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$20.91 USD
-0.15 (-0.71%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund invests primarily in undervalued equity securities of companies among the 750 largest by market capitalization that the fund believes offer above-average potential for growth in future earnings. The fund normally invests at least 80% of its assets in companies with large market capitalizations at the time of purchase. The fund may invest up to 25% of its assets in securities of foreign companies. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | NA | NA | 0.00 | 0.25 | 0.76 | 1.27 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III J | PLVJX | 18.97 | 2/27/2001 | 0.00 | 13.77 | 5.96 | 9.17 |
| Principal LgCp Val III Inst | PLVIX | 19.38 | 11/27/2000 | 0.00 | 14.02 | 6.23 | 9.49 |
| Principal LgCp Val III R3 | PPSFX | 20.91 | 12/6/2000 | 0.00 | 13.39 | 5.64 | 8.88 |
| Principal LgCp Val III R5 | PPSRX | 19.59 | 12/6/2000 | 0.00 | 13.73 | 5.96 | 9.22 |
| Principal LgCp Val III R4 | PPSSX | 19.36 | 12/6/2000 | 0.00 | 13.61 | 5.84 | 9.07 |
| Principal LgCp Val III R1 | PESAX | 19.08 | 8/11/2006 | 0.00 | 13.02 | 5.32 | 8.53 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |