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Principal Fds, Inc. Largecap S&p 500 Idx Fd Instl Cl: (MF: PLFIX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$30.25 USD
-0.12 (-0.40%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.14 | 35 |
| 3 months | 10.92 | 45 |
| 6 months | 6.14 | 35 |
| 1 Year | 14.97 | 31 |
| 3 Year | 19.50 | 31 |
| 5 Year | 16.43 | 15 |
| 10 Year | 13.45 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.34 |
| Bear Market (10/07 - 2/09) | -51.04 |
| Bull Market (2/09 - 3/21) | 1,020.30 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.97 |
| 5 Year | 16.42 |
| 10 Year | 13.45 |
| Since Inception | 8.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.30 | 10.92 | NA | NA |
| 2024 | 10.18 | 4.27 | 5.81 | 2.36 |
| 2023 | 7.47 | 8.64 | -3.29 | 11.94 |
| 2022 | -4.61 | -16.12 | -4.89 | 7.46 |
| 2021 | 6.12 | 8.47 | 0.56 | 10.92 |
| 2020 | -19.64 | 20.45 | 8.88 | 12.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.14 | 24.44 | 26.42 | -18.23 | 28.41 | 18.11 | 31.36 | -4.52 | 21.61 | 11.79 | 1.24 |
| % Total Return Rel to Index | -0.06 | -0.57 | 0.17 | -0.03 | -0.26 | -0.29 | -0.12 | -0.13 | -0.17 | -0.14 | -0.14 |
| % Total Return Rel to Peer | 1.00 | 5.05 | 3.42 | 1.46 | 6.36 | -1.80 | 2.93 | 2.33 | 0.93 | 3.97 | 2.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.34 | 0.32 | 0.29 | 0.24 | 0.37 | 0.36 | 0.33 | 0.30 | 0.30 | 0.26 |
| % Yield | 0.00 | 1.14 | 1.38 | 1.46 | 0.87 | 1.58 | 1.76 | 1.94 | 1.57 | 1.85 | 1.77 |
| Capital Gains ($) | 0.00 | 0.43 | 0.64 | 0.27 | 3.05 | 1.25 | 0.39 | 0.84 | 0.92 | 0.20 | 0.12 |
| Expense Ratio | 0.00 | 0.11 | 0.16 | 0.16 | 0.17 | 0.17 | 0.17 | 0.16 | 0.16 | 0.16 | 0.16 |
* 1 = Top 20%, 5 = Bottom 20%