Nasdaq - Delayed Quote USD

Principal LargeCap Growth I A (PLGAX)

19.62 +0.04 (+0.20%)
At close: October 25 at 8:00 PM EDT
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DELL
  • Previous Close 19.58
  • YTD Return 19.74%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.32B
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 26.50%
  • Last Dividend 0.00
  • Inception Date Mar 1, 2013

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average, and equity securities of companies with medium market capitalizations. The fund is non-diversified.

Principal Funds

Fund Family

Large Growth

Fund Category

10.32B

Net Assets

2013-03-01

Inception Date

Performance Overview: PLGAX

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Trailing returns as of 10/24/2024. Category is Large Growth.

YTD Return

PLGAX
19.74%
Category
12.38%
 

1-Year Return

PLGAX
36.90%
Category
41.70%
 

3-Year Return

PLGAX
5.45%
Category
22.56%
 

5-Year Return

PLGAX
14.72%
Category
21.98%
 

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Holdings: PLGAX

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Top 10 Holdings (46.58% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.27%
NVDA
NVIDIA Corporation 7.97%
AAPL
Apple Inc. 6.14%
AMZN
Amazon.com, Inc. 6.08%
MA
Mastercard Incorporated 3.30%
GOOGL
Alphabet Inc. 3.09%
META
Meta Platforms, Inc. 3.09%
INTU
Intuit Inc. 2.72%
ISRG
Intuitive Surgical, Inc. 2.60%
NOW
ServiceNow, Inc. 2.32%

Sector Weightings

SectorPLGAX
Technology   45.06%
Healthcare   13.55%
Industrials   6.86%
Real Estate   1.23%
Energy   0.33%
Utilities   0.06%

Recent News: PLGAX

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