Principal Fds, Inc. Largecap S&p 500 Index Fd Cl A: (MF: PLSAX)
(NASDAQ Mutual Funds) As of Jun 3, 2025 08:00 PM ET
$28.86 USD
+0.17 (0.59%)
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its assets in common stocks of companies that compose the Standard & Poor's ('S&P') 500 Index. The fund manager attempts to mirror the investment performance of the Index by allocating the fund's assets in approximately the same weightings as the S&P 500. Dividends and capital gains are distributed annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Principal LgCap S&P 500 Index A | PLSAX | 1.50 | NA | 0.00 | 0.15 | 0.09 | 0.33 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Principal LgCap S&P 500 A | PLSAX | 28.86 | 3/1/2000 | 1.04 | 11.66 | 11.71 | 15.12 |
Principal LgCap S&P 500 R3 | PLFMX | 27.38 | 12/6/2000 | 0.74 | 11.28 | 11.37 | 14.75 |
Principal LgCap S&P 500 R5 | PLFPX | 27.82 | 12/6/2000 | 1.05 | 11.62 | 11.71 | 15.11 |
Principal LgCap S&P 500 Inst | PLFIX | 27.35 | 3/1/2001 | 1.25 | 11.88 | 11.98 | 15.39 |
Principal LgCap S&P 500 J | PSPJX | 26.93 | 3/1/2001 | 1.13 | 11.69 | 11.79 | 15.19 |
Investment Information
Ticker | Minimum Initial Investment ($) | 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 |