Principal LargeCap S&P 500 Index Fund R-3 Class (PLFMX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.61% | 3.19% | -0.59% |
Year-to-Date | 4.36% | 4.76% | -0.40% |
1 Year | 16.85% | 0.00% | 16.85% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.72%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$918
Real cost (fees + lost compounding)
$1,136
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-2.25%