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Principal Fds, Inc. Largecap S&p 500 Index Fd Cl R-5: (MF: PLFPX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET
$32.90 USD
-0.39 (-1.17%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its assets in common stocks of companies that compose the Standard & Poor's ('S&P') 500 Index. The fund manager attempts to mirror the investment performance of the Index by allocating the fund's assets in approximately the same weightings as the S&P 500. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCap S&P 500 Index R5 | PLFPX | NA | NA | 0.00 | 0.00 | 0.09 | 0.35 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCap S&P 500 R3 | PLFMX | 33.44 | 12/6/2000 | 0.60 | 14.18 | 19.70 | 14.43 |
| Principal LgCap S&P 500 R5 | PLFPX | 32.90 | 12/6/2000 | 0.85 | 14.53 | 20.06 | 14.78 |
| Principal LgCap S&P 500 A | PLSAX | 33.45 | 3/1/2000 | 0.85 | 14.59 | 20.09 | 14.80 |
| Principal LgCap S&P 500 Inst | PLFIX | 33.51 | 3/1/2001 | 1.02 | 14.83 | 20.36 | 15.07 |
| Principal LgCap S&P 500 J | PSPJX | 32.96 | 3/1/2001 | 0.91 | 14.63 | 20.16 | 14.87 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCap S&P 500 Index R5 | PLFPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |