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Fund Intelligence | Best Managers | PLGIX Insights | PLGIX Score | PLGIX Performance | PLGIX Manager | PLGIX News | PLGIX Allocation | PLGIX Holdings Change

Mutual Fund Insights: Principal Large Cap Growth I Inst Fund (PLGIX)

In-depth Analysis of Principal Large Cap Growth I Inst Fund (PLGIX)

Mutual fund chart: Principal Large Cap Growth I Inst Fund (PLGIX)

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See Principal Large Cap Growth I Inst Fund (PLGIX) performance details as of January 31, 2010

  

    Last Trade: $8.09 on 3/18/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Principal Large Cap Growth I Inst Fund (PLGIX) (alpha release)

  

Fund ManagerFund Manager - Mariateresa Monaco

Fund Manager Tenure: 0.8 years   [Similar Funds: PLGJX  PLGRX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds.  Get more insights on Mariateresa Monaco

  

What we like about Principal Large Cap Growth I Inst Fund (PLGIX) What we like about Principal Large Cap Growth I Inst Fund (PLGIX)

Data for Principal Large Cap Growth I Inst Fund (PLGIX) as of January 31, 2010

  • Principal Large Cap Growth I Inst Fund (PLGIX) has good short-term performance (1-year return 48.58% vs 35.76% Large Growth category average)
  • Principal Large Cap Growth I Inst Fund (PLGIX) has good mid-term performance (3-year return -2.93% vs -5.20% Large Growth category average)
  • Principal Large Cap Growth I Inst Fund (PLGIX) has good Long-term performance (5-year return 1.92% vs 0.87% Large Growth category average)
  • Principal Large Cap Growth I Inst Fund (PLGIX) ratio of up-years vs down years is greater than 2
  • Principal Large Cap Growth I Inst Fund (PLGIX) has a Morningstar rating of 4 and above
  • Principal Large Cap Growth I Inst Fund (PLGIX) has an annual stock turnover rate of 98.90% vs Large Growth average of 109.93%. It is good that Principal Large Cap Growth I Inst management does not trade extensively for its return.
  • Principal Large Cap Growth I Inst Fund (PLGIX) has a lower management fee than its Large Growth average: 0.74% vs 1.33%
  • Principal Large Cap Growth I Inst Fund (PLGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Principal Large Cap Growth I Inst Fund (PLGIX) What we are cautious about Principal Large Cap Growth I Inst Fund (PLGIX)

Data for Principal Large Cap Growth I Inst Fund (PLGIX) as of January 31, 2010

  • Principal Large Cap Growth I Inst Fund (PLGIX) management has been with Principal Large Cap Growth I Inst Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Principal Large Cap Growth I Inst Fund (PLGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.38 that is higher than category average of 21.28
See Principal Large Cap Growth I Inst Fund (PLGIX) performance details as of January 31, 2010

  

  

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Principal Large Cap Growth I Inst Fund (PLGIX) Net Asset

Track net asset change of Principal Large Cap Growth I Inst fund (PLGIX)

DateNet Asset
01/2010$1.68B
11/2009$1.63B
10/2009$1.51B
More historic net asset information on Principal Large Cap Growth I Inst Fund (PLGIX)

  

Principal Large Cap Growth I Inst Fund (PLGIX) Portfolio Allocation

Track portfolio allocation change of Principal Large Cap Growth I Inst fund (PLGIX)

DateCashStockBondOther
10/20093.14%96.86%0%0%
09/20092.77%97.22%0%0%
08/20092.53%97.48%0%0%
Click here to see more historic asset allocation information on Principal Large Cap Growth I Inst Fund (PLGIX)

  

Most Recent Top 10 Holdings in Principal Large Cap Growth I Inst Fund (PLGIX)

Discover what Principal Large Cap Growth I Inst Fund (PLGIX) manager is buying

31-Oct-09
Apple Inc. [4.17%]
Google Inc. [3.76%]
S&P FUTURE - DEC 09 [3.1%]
QUALCOMM Incorporated [2.66%]
DANAHER CP [2.61%]
SCHLUMBERGER LTD [2.51%]
ACCENTURE PLC. [2.42%]
Microsoft Corporation [2.21%]
MASTERCARD INC [2.12%]
Cisco Systems, Inc. [1.96%]

30-Sep-09
Apple Inc. [4.07%]
Google Inc. [3.21%]
S&P FUTURE - DEC 09 [2.78%]
DANAHER CP [2.54%]
SCHLUMBERGER LTD [2.4%]
ACCENTURE PLC. [2.34%]
QUALCOMM Incorporated [2.29%]
MASTERCARD INC [2.01%]
Microsoft Corporation [2%]
Cisco Systems, Inc. [1.99%]

31-Aug-09
Apple Inc. [4.16%]
Google Inc. [3.11%]
Microsoft Corporation [2.58%]
S&P FUTURE - SEPT 99 [2.48%]
DANAHER CP [2.44%]
SCHLUMBERGER LTD [2.39%]
Accenture Ltd Berm [2.29%]
MASTERCARD INC [2.15%]
ALLERGAN INC [2.03%]
Cisco Systems, Inc. [1.95%]
Click here for Stock Holding Change Map in Principal Large Cap Growth I Inst Fund (PLGIX)

  

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