MENU
PLVJX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal Large Cap Value III J (PLVJX) Ownership - Who owns Principal Large Cap Value III J?

The investment seeks long-term growth of capital... Show more

Category: #Large Value

Profile

Category
Large Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Domestic Stock Funds
Category
Large Value
Total Expense Ratio
0.93
Min. Initial Investment
1000.00
Fund Existence
almost 25 years
Turnover
41.10
Front Load
N/A
Net Assets
2453055200.00
Manager Tenure
N/A

Fundamentals

PLVJX
Net Assets
2.45B
Fund Existence
almost 25 years
Turnover
41.10
Total Expense Ratio
0.93
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.95
Assets in Top Ten Holdings
589M
Average Credit Quality
N/A
Average Effective Duration
0.12
Average Effective Maturity
0.22
Fund of Funds
No
Fund Share Class Net Assets
88.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.68
Modified Duration
0.12
No Load Fund
No
Number of Long Holdings
883.00
Number of Net Holdings
884.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
23.80%
Gain YTD
-8.338
Annual Yield % from dividends
1.07
Returns for 1 year
-9.46
Returns for 3 years
5.65
Returns for 5 years
4.75
Returns for 10 years
32.51
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com