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Principal Large Cap S&P 500 Index Inst (PLFIX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Principal Large Cap S&P 500 Index Inst Fund (PLFIX) ManagerFund Manager - Thomas L. Kruchten

Fund Manager Information

Fund Manager Tenure: 9.1 years
Similar Funds: PLFMX  PLFNX  PLFPX  PLFSX  PLPIX 
Fund Family: Principal Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa.  Get more insights on Thomas L. Kruchten

 

Graph of Principal Large Cap S&P 500 Index Inst Fund (PLFIX) ProfilePrincipal Large Cap S&P 500 Index Inst Fund (PLFIX) Profile

Fund Profile and Description

Principal Large Cap S&P 500 Index Inst Fund seeks long-term growth of capital. Principal Large Cap S&P 500 Index Inst Fund invests at least 80% of net assets in common stocks of companies that compose the S&P 500 index. It uses an indexing strategy or a passive investment approach designed to track the performance of the S&P 500. It does not attempt to manage market volatility, use defensive strategies or reduce the effect of any long-term periods of poor stock performance.

 

Principal Large Cap S&P 500 Index Inst (PLFIX) Fund Strength What we like about Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

Data for Principal Large Cap S&P 500 Index Inst Fund (PLFIX) as of May 30, 2016

  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) management has been with Principal Large Cap S&P 500 Index Inst Fund for 9.1 years
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has good short-term performance (1-year return 1.54% vs -1.15% Large Blend category median performance)
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has good mid-term performance (3-year return 10.87% vs 9.43% Large Blend category median performance)
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has good Long-term performance (5-year return 11.47% vs 10.15% Large Blend category median performance)
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) ratio of up-years vs down years is greater than 2
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has a Morningstar rating of 4 and above
  • Asset base in Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has an annual stock turnover rate of 6.30% vs Large Blend average of 53.12%. It is good that Principal Large Cap S&P 500 Index Inst management does not trade extensively for its return.
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.29, lower than category average of 11.67
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) has a lower expense ratio than its Large Blend average: 0.16% vs 1.02%
  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal Large Cap S&P 500 Index Inst Fund (PLFIX) Weakness What we are cautious about Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

Data for Principal Large Cap S&P 500 Index Inst Fund (PLFIX) as of May 30, 2016

  • Principal Large Cap S&P 500 Index Inst Fund (PLFIX) is less safe compared to its Large Blend peers
See Principal Large Cap S&P 500 Index Inst Fund (PLFIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal Large Cap S&P 500 Index Inst Fund (PLFIX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal Large Cap S&P 500 Index Inst3.521.5410.8711.47
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Principal Large Cap S&P 500 Index Inst Fund (PLFIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Principal Large Cap S&P 500 Index Inst Fund (PLFIX) Net Asset TrackingPrincipal Large Cap S&P 500 Index Inst (PLFIX) Fund Net Asset

Track net asset change of Principal Large Cap S&P 500 Index Inst fund (PLFIX)

DateNet Asset
05/2016$4.91B
03/2016$4.85B
02/2016$4.60B
More historic net asset information on Principal Large Cap S&P 500 Index Inst Fund (PLFIX)

  

Graph of Principal Large Cap S&P 500 Index Inst Fund (PLFIX) Portfolio TrackingPrincipal Large Cap S&P 500 Index Inst (PLFIX) Fund Portfolio Allocation

Track portfolio allocation change of Principal Large Cap S&P 500 Index Inst fund (PLFIX)

DateCashStockBondOther
04/20160.44%99.56%0%0%
02/20162.45%97.55%0%0%
01/20161.9%98.1%0%0%
Click here to see more historic asset allocation information on Principal Large Cap S&P 500 Index Inst Fund (PLFIX)

 

graph of Principal Large Cap S&P 500 Index Inst Fund (PLFIX) Top 10 Position TrackingTop 10 Holdings in Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

Discover what Principal Large Cap S&P 500 Index Inst Fund (PLFIX) manager is buying

Apr 29, 2016
Apple Inc. [2.86%]
Microsoft Corporation [2.17%]
Exxon Mobil Corporation Common [2.02%]
Johnson & Johnson Common Stock [1.7%]
General Electric Company Common [1.58%]
Berkshire Hathaway Inc B [1.5%]
Facebook, Inc. [1.49%]
Amazon.com, Inc. [1.4%]
AT&T Inc. [1.32%]
JP Morgan Chase & Co. Common St [1.28%]

Feb 28, 2016
Apple Inc. [3.31%]
Microsoft Corporation [2.39%]
Exxon Mobil Corporation Common [1.9%]
Johnson & Johnson Common Stock [1.64%]
General Electric Company Common [1.62%]
Berkshire Hathaway Inc B [1.46%]
Facebook, Inc. [1.43%]
AT&T Inc. [1.32%]
Amazon.com, Inc. [1.26%]
E-mini S&P 500 June16 [1.24%]

Jan 30, 2016
Apple Inc. [3.12%]
Microsoft Corporation [2.53%]
Exxon Mobil Corporation Common [1.86%]
E-mini S&P 500 [1.77%]
Johnson & Johnson Common Stock [1.66%]
General Electric Company Common [1.58%]
Facebook, Inc. [1.46%]
Berkshire Hathaway Inc B [1.4%]
Wells Fargo & Company Common St [1.34%]
Amazon.com, Inc. [1.3%]
Click here for Stock Holding Change Map in Principal Large Cap S&P 500 Index Inst Fund (PLFIX)

  

Latest News on Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

See what is happening with Principal Large Cap S&P 500 Index Inst Fund (PLFIX)

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Principal Large Cap S&P 500 Index Inst Fund (PLFIX) Related ResourcesSee more information on Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

Popular pages on Principal Large Cap S&P 500 Index Inst (PLFIX) Fund

  

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