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Principal Fds, Inc. Largecap Value Fd Iii, Instl Cl: (MF: PLVIX)

(NASDAQ Mutual Funds) As of Jul 8, 2026 06:01 PM ET

$19.34 USD

-0.20 (-1.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.65 53
3 months 3.12 74
6 months 9.51 45
1 Year 21.10 60
3 Year 16.04 71
5 Year 8.84 58
10 Year 10.90 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 103.29
Bear Market (10/07 - 2/09) -56.93
Bull Market (2/09 - 3/21) 717.99

Load Adjusted Returns as of May 31, 2026

1 Year 11.03
5 Year 8.29
10 Year 10.31
Since Inception 7.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.11 NA NA NA
2025 -0.21 3.85 4.46 2.46
2024 8.48 -1.43 8.08 -1.13
2023 -1.30 4.73 -2.40 9.26
2022 -0.45 -10.95 -4.82 12.59
2021 10.64 4.96 -1.09 8.25

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.6510.9214.2610.23-5.0124.343.2026.45-5.8916.8813.21
% Total Return Rel to Index 1.10-7.29-10.75-16.0113.18-4.33-15.20-5.03-1.50-4.911.28
% Total Return Rel to Peer 1.73-1.78-5.13-12.7614.682.29-16.71-1.960.96-3.795.39
% Perf Quintile vs Peer* 2.004.004.005.001.003.005.004.003.004.002.00
% Dividends 0.000.350.270.280.280.190.270.360.280.210.28
% Yield 0.001.611.491.551.470.851.471.951.701.111.69
Capital Gains ($) 0.003.361.330.311.431.600.000.741.310.950.42
Expense Ratio 0.000.670.700.720.700.700.720.720.710.760.77

* 1 = Top 20%, 5 = Bottom 20%