Principal LargeCap S&P 500 Index Fund R-3 Class (PLFMX)

$25.56
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Principal LargeCap S&P 500 Index Fund R-3 Class 34 0.98 9.28% -1.42% 0.72%
U.S. Large Cap 34 0.98 9.85% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.00% 9.51% -0.51%
Year-to-Date 9.28% 9.85% -0.58%
1 Year 27.23% 0.00% 27.23%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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%