Largecap Value Fund Quote
| PLVIX Fund | USD 19.89 0.21 1.07% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Largecap Value is trading at 19.89 as of the 31st of January 2025; that is 1.07 percent up since the beginning of the trading day. The fund's open price was 19.68. Largecap Value has about a 21 % 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 3rd of September 2024 and ending today, the 31st of January 2025. 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 companies with large market capitalizations at the time of purchase. For this fund, companies with large market capitalizations are those with market capitalizations within the range of companies comprising the Russell 1000 Value Index. More on Largecap Value Fund
Moving together with Largecap Mutual Fund
Largecap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Largecap Value Fund [PLVIX] is traded in USA and was established 31st of January 2025. Largecap Value is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Principal Funds family. This fund at this time has accumulated 2.81 B in assets with no minimum investment requirementsLargecap Value is currently producing year-to-date (YTD) return of 3.84% with the current yeild of 0.01%, while the total return for the last 3 years was 8.49%.
Check Largecap Value 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 Value 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 Value Fund Mutual Fund Constituents
| IFF | International Flavors Fragrances | Stock | Materials | |
| ORCL | Oracle | Stock | Information Technology | |
| HES | Hess Corporation | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| ARMK | Aramark Holdings | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Largecap Value Top Holders
| PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| PLTZX | Principal Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
| LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 |
Largecap Value Risk Profiles
| Mean Deviation | 0.6381 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Risk Adjusted Performance | (0.04) |
Largecap Value Against Markets
Other Information on Investing in Largecap Mutual Fund
Largecap Value 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 Value security.
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