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Principal Fds, Inc. Large Cap Value Fd Iii, J Cl: (MF: PLVJX)

(NASDAQ Mutual Funds) As of Jul 24, 2025 08:00 PM ET

$19.64 USD

-0.06 (-0.31%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PLVJX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal LgCp Val III J PLVJX NA NA 1.00 0.15 0.68 0.93

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal LgCp Val III R3 PPSFX 21.46 12/6/2000 0.86 10.06 11.21 12.87
Principal LgCp Val III R5 PPSRX 20.31 12/6/2000 1.05 10.46 11.57 13.23
Principal LgCp Val III J PLVJX 19.64 2/27/2001 1.12 10.42 11.53 13.19
Principal LgCp Val III Inst PLVIX 19.99 11/27/2000 1.29 10.74 11.83 13.51

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal LgCp Val III J PLVJX 1000 100 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343