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Principal Fds, Inc. Largecap Value Fd Iii Cl R-3: (MF: PPSFX)

(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET

$20.95 USD

+0.09 (0.43%)

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 PPSFX

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

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 20.95 12/6/2000 0.90 5.25 6.62 11.81
Principal LgCp Val III R5 PPSRX 19.54 12/6/2000 1.09 5.60 6.96 12.16
Principal LgCp Val III J PLVJX 18.71 2/27/2001 1.17 5.61 6.94 12.13
Principal LgCp Val III Inst PLVIX 19.15 11/27/2000 1.34 5.86 7.22 12.44

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