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Principal Largecap Value Fund Iii Institutional Class (PLVIX)

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19.06 -0.04    -0.21%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.56B
Principal Large Cap Value III Inst 19.06 -0.04 -0.21%

Principal Largecap Value Fund Iii Institutional Class 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 Change6.36%
Prev. Close19.1
Risk Rating
TTM Yield1.26%
ROE19.07%
IssuerPrincipal Funds
Turnover36.50%
ROA6.88%
Inception Date36866
Total Assets3.56B
Expenses0.71%
Min. InvestmentN/A
Market Cap86.34B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1218 1070 1276 1351 1661 2528
Fund Return 21.83% 7.03% 27.64% 10.55% 10.68% 9.72%
Place in category 559 303 601 560 637 292
% in Category 50 25 53 53 63 39

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.21B 29.43 9.74 13.27
  Principal Equity Income Inst 7.14B 23.54 9.01 10.14
  Principal Large Cap S&P 500 Index I 6.21B 27.90 11.24 13.15
  Principal Preferred Securities Inst 4.28B 10.06 1.81 4.26
  Principal Real Estate Securities In 3.63B 13.46 1.49 7.20

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 70.82B 22.10 11.98 11.55
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.53B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75

Top Holdings

Name ISIN Weight % Last Change %
  Invesco S&P 500 Pure Value US46137V2584 2.68 89.44 -0.29%
  UnitedHealth US91324P1021 2.47 506.29 +1.23%
Principal Government Money Market R-6 - 2.38 - -
  Bank of America US0605051046 2.24 43.78 -0.89%
  Exxon Mobil US30231G1022 2.15 105.57 -0.29%

Technical Summary

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