Principal LargeCap Value Fund III R-3 Class (PPSFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 6.55% | 7.91% | -1.36% |
Year-to-Date | 6.72% | 8.04% | -1.33% |
1 Year | 19.12% | 0.00% | 19.12% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
36%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.36%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,681
Real cost (fees + lost compounding)
$2,085
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-4.64%