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Principal Fds, Inc. Largecap Value Fd Iii Cl R-3: (MF: PPSFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$19.92 USD
+0.33 (1.69%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund invests primarily in undervalued equity securities of companies among the 750 largest by market capitalization that the fund believes offer above-average potential for growth in future earnings. The fund normally invests at least 80% of its assets in companies with large market capitalizations at the time of purchase. The fund may invest up to 25% of its assets in securities of foreign companies. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | NA | NA | 0.00 | 0.25 | 0.68 | 1.26 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | 19.92 | 12/6/2000 | 0.89 | 4.50 | 5.65 | 15.32 |
| Principal LgCp Val III R5 | PPSRX | 18.21 | 12/6/2000 | 1.09 | 4.80 | 5.98 | 15.67 |
| Principal LgCp Val III J | PLVJX | 17.58 | 2/27/2001 | 1.16 | 4.90 | 5.99 | 15.65 |
| Principal LgCp Val III Inst | PLVIX | 17.99 | 11/27/2000 | 1.34 | 5.11 | 6.25 | 15.95 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |