Principal Fds, Inc. Largecap S&p 500 Index Fd Cl A: (MF: PLSAX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$30.22 USD
-0.11 (-0.36%)
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its assets in common stocks of companies that compose the Standard & Poor's ('S&P') 500 Index. The fund manager attempts to mirror the investment performance of the Index by allocating the fund's assets in approximately the same weightings as the S&P 500. Dividends and capital gains are distributed annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Principal LgCap S&P 500 Index A | PLSAX | 1.50 | NA | 0.00 | 0.15 | 0.09 | 0.33 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Principal LgCap S&P 500 A | PLSAX | 30.22 | 3/1/2000 | 0.94 | 14.72 | 19.22 | 16.15 |
Principal LgCap S&P 500 R3 | PLFMX | 30.18 | 12/6/2000 | 0.66 | 14.32 | 18.84 | 15.78 |
Principal LgCap S&P 500 R5 | PLFPX | 30.99 | 12/6/2000 | 0.94 | 14.68 | 19.21 | 16.14 |
Principal LgCap S&P 500 Inst | PLFIX | 29.89 | 3/1/2001 | 1.12 | 14.97 | 19.50 | 16.43 |
Principal LgCap S&P 500 J | PSPJX | 29.86 | 3/1/2001 | 1.01 | 14.77 | 19.30 | 16.23 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Principal LgCap S&P 500 Index A | PLSAX | 1000 | 100 | 0 | A |
Contact Information
Family | Principal Financial Group |
Address | 711 High St Des Moines, IA 50392 |
Phone | 800 986-3343 |