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Principal Largecap S&p 500 Index Fund Institutional Class (PLFIX)

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28.54 -0.04    -0.14%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.21B
Principal Large Cap S&P 500 Index Inst 28.54 -0.04 -0.14%

Principal Largecap S&p 500 Index Fund Institutional Class Overview

 
On this page you'll find an in-depth profile of Principal Largecap S&p 500 Index Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PLFIX among other information.
Category

Large Blend

Total Assets

6.21B

Expenses

0.12%

Inception Date

36951

Investment Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Contact Information

Address 430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Phone 1-800-787-1621

Top Executives

Name Title Since Until
Tyler O’Donnell Portfolio Manager 2023 Now
Biography Tyler O’Donnell has been with Principal® since 2015. He earned bachelor’s degrees in Mathematics and Biochemistry from the University of Iowa and an M.B.A. from Iowa State University. Mr. O’Donnell has earned the right to use the Chartered Financial Analyst designation.
Aaron J. Siebel - 2018 Now
Biography Aaron J. Siebel has been with Principal® since 2005. He earned a BA in Finance from the University of Iowa in 2005.
Jeffrey A. Schwarte Portfolio Manager 2016 2023
Biography Jeff Schwarte is the Chief Equity Strategist at Simplify Asset Management, focusing on product innovation, thought leadership, and portfolio management. Before joining Simplify, he led Principal’s global systematic solutions team, overseeing model development and risk management analytics. Jeff managed several custom US, international, and global strategies and has been with Principal since 1993, serving in various roles, including portfolio manager, investment accountant, and auditor. He holds a bachelor’s degree in accounting from the University of Northern Iowa and is a CFA charterholder, CPA, and Certified Internal Auditor.
Thomas L. Kruchten Portfolio Manager 2011 2018
Biography Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa.
Scott W. Smith Portfolio Manager 2007 2011
Biography Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999.
Dirk Laschanzky Portfolio Manager 2003 2011
Biography Dirk Laschanzky, CFA - Portfolio Manager Dirk is a portfolio manager for Multi-Asset Advisors, an investment boutique of Principal Global Investors. He heads the firm's asset allocation group and is a lead manager of the Principal LifeTime Funds, a family of diversified target-date lifecycle investment funds, since their creation in 2001. He joined the firm in 1997. Previously, Dirk was a portfolio manager and analyst for over seven years at AMR Investment Services (now American Beacon Advisors) where he managed short duration fixed income portfolios and was among the team responsible for the management of the American Airlines' pension plans. He also served previously as a financial analyst for American Airlines. Dirk received an MBA and bachelor's degree, both in finance, from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation. Dirk is a member of the CFA Society of Iowa and the CFA Institute. He is also an adjunct instructor of finance at the University of Iowa graduate business school. Financial Analyst designation.
Mariateresa Monaco Portfolio Manager 2005 2007
Biography Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds.
Robert Baur Portfolio Manager 2000 2003
Biography Baur is a portfolio manager with Invista Capital Management, his employer since 1995. Previously, he was a professor of finance and economics at Drake University and Grand View College.
Rhonda VanderBeek Portfolio Manager 2000 2003
Biography VanderBeek is a portfolio manager with Invista Capital Management, her employer since 1983.
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