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Brief Study of Principal Large Cap Value III Institutional Fund (PLVIX)

Principal Large Cap Value III Institutional Fund ( PLVIX ) seeks appreciation of capital for the long run. PLVIX invests a large portion of its net assets, plus any borrowings for investment purposes, in companies with large market capitalizations at the time of purchase.

This Large Value product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 9.2% and 5 year 13%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

PLVIX's performance, as of the last filing, when compared to funds in its category was in the top 37% over the past 1 year, and in the top 27% over the past 3 years and in the top 35% over the past 5 years.

The Principal Large Cap Value III Institutional fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, JPMorgan Chase & Co, Johnson & Johnson and Wells Fargo & Co were the top holdings for PLVIX.

This Zacks Rank #2 (Buy) was incepted in November 2000 and is managed by Principal Fin . PLVIX carries an expense ratio of 0.77% and requires a minimal initial investment of $0.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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