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Principal Fds, Inc. Largecap Value Fd Iii Cl R-5: (MF: PPSRX)
(NASDAQ Mutual Funds) As of Jul 25, 2025 08:00 PM ET
$20.44 USD
+0.10 (0.49%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund invests primarily in undervalued equity securities of companies among the 750 largest by market capitalization that the fund believes offer above-average potential for growth in future earnings. The fund normally invests at least 80% of its assets in companies with large market capitalizations at the time of purchase. The fund may invest up to 25% of its assets in securities of foreign companies. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III R5 | PPSRX | NA | NA | 0.00 | 0.00 | 0.68 | 0.95 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Val III R3 | PPSFX | 21.46 | 12/6/2000 | 0.86 | 10.06 | 11.21 | 12.87 |
| Principal LgCp Val III R5 | PPSRX | 20.44 | 12/6/2000 | 1.05 | 10.46 | 11.57 | 13.23 |
| Principal LgCp Val III J | PLVJX | 19.53 | 2/27/2001 | 1.12 | 10.42 | 11.53 | 13.19 |
| Principal LgCp Val III Inst | PLVIX | 19.99 | 11/27/2000 | 1.29 | 10.74 | 11.83 | 13.51 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCp Val III R5 | PPSRX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |