Largecap Growth Fund Quote
| PLGAX Fund | USD 15.33 0.05 0.33% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Largecap Growth is trading at 15.33 as of the 1st of February 2025; that is 0.33% down since the beginning of the trading day. The fund's open price was 15.38. Largecap Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Largecap Growth Fund
Moving together with Largecap Mutual Fund
Largecap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Growth Funds, Large Growth, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Largecap Growth Fund [PLGAX] is traded in USA and was established 1st of February 2025. Largecap Growth is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Principal Funds family. This fund at this time has accumulated 11.35 B in assets with no minimum investment requirementsLargecap Growth is currently producing year-to-date (YTD) return of 4.09%, while the total return for the last 3 years was 11.47%.
Check Largecap Growth 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 Growth Fund 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.
Top Largecap Growth Fund Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Largecap Growth Risk Profiles
| Mean Deviation | 1.27 | |||
| Standard Deviation | 3.38 | |||
| Variance | 11.45 | |||
| Risk Adjusted Performance | (0.07) |
Largecap Growth Against Markets
Other Information on Investing in Largecap Mutual Fund
Largecap Growth 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 Growth security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |