Largecap Sp 500 Fund Quote

PLFIX Fund  USD 33.02  0.13  0.40%   

Performance

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Weak
 
Strong

Odds Of Distress

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Low
Largecap is trading at 33.02 as of the 29th of January 2026; that is 0.40 percent up since the beginning of the trading day. The fund's open price was 32.89. Largecap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the SP 500 Index. The index is designed to represent U.S. equities with riskreturn characteristics of the large cap universe. More on Largecap Sp 500

Moving together with Largecap Mutual Fund

  0.92SABPX Strategic Asset ManaPairCorr
  0.92SACAX Strategic Asset ManaPairCorr
  0.91SAGPX Strategic Asset ManaPairCorr
  0.94PFIJX Strategic Asset ManaPairCorr
  0.93PFIEX International EquityPairCorr
  0.96PFIFX Strategic Asset ManaPairCorr

Largecap Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Large Blend, Principal Funds, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of March 2025
Fiscal Year EndOctober
Largecap Sp 500 [PLFIX] is traded in USA and was established 29th of January 2026. Largecap is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Principal Funds family. This fund at this time has accumulated 12.97 B in assets with no minimum investment requirementsLargecap Sp 500 is currently producing year-to-date (YTD) return of 0.49% with the current yeild of 0.01%, while the total return for the last 3 years was 21.6%.
Check Largecap Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Largecap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Largecap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Largecap Sp 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Largecap Top Holders

PPLIXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
PTDIXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
PTBAXPrincipal Lifetime 2020Mutual FundTarget-Date 2020
PTDJXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
PHTTXPrincipal Lifetime HybridMutual FundTarget-Date 2020
PLJTXPrincipal Lifetime HybridMutual FundTarget-Date 2050
LTRVXPrincipal Lifetime 2045Mutual FundTarget-Date 2045
PLTJXPrincipal Lifetime 2030Mutual FundTarget-Date 2030
More Details

Largecap Sp 500 Risk Profiles

Largecap Against Markets

Largecap Mutual Fund Analysis Notes

The fund generated five year return of 14.0%. Largecap Sp 500 maintains 97.67% of assets in stocks. Large Blend To find out more about Largecap Sp 500 contact the company at 800-222-5852.

Largecap Sp 500 Investment Alerts

Latest headline from news.google.com: Unclaimed funds in New York Rochester and other local entities among those owed millions - WHEC.com
The fund maintains 97.67% of its assets in stocks

Top Largecap Sp 500 Mutual Fund Constituents

Institutional Mutual Fund Holders for Largecap

Have you ever been surprised when a price of an equity instrument such as Largecap is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Largecap Sp 500 backward and forwards among themselves. Largecap's institutional investor refers to the entity that pools money to purchase Largecap's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
PPLIXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
PTDIXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
PTBAXPrincipal Lifetime 2020Mutual FundTarget-Date 2020
PTDJXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
PHTTXPrincipal Lifetime HybridMutual FundTarget-Date 2020
PLJTXPrincipal Lifetime HybridMutual FundTarget-Date 2050
LTRVXPrincipal Lifetime 2045Mutual FundTarget-Date 2045
PLTJXPrincipal Lifetime 2030Mutual FundTarget-Date 2030
More Details
Note, although Largecap's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Largecap Outstanding Bonds

Largecap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Largecap Sp 500 uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Largecap bonds can be classified according to their maturity, which is the date when Largecap Sp 500 has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Largecap Predictive Daily Indicators

Largecap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Largecap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Largecap Forecast Models

Largecap's time-series forecasting models are one of many Largecap's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Largecap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Largecap Mutual Fund

Largecap financial ratios help investors to determine whether Largecap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Largecap with respect to the benefits of owning Largecap security.
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