| PLVIX Fund | | | USD 18.27 0.05 0.27% |
Largecap Value is trading at
18.27 as of the 28th of February 2026; that is
0.27 percent down since the beginning of the trading day. The fund's open price was
18.32. Largecap Value has less than a
19 % chance of experiencing some
financial distress in the next two years of operation and had a
good performance during the last 90 days. The
performance scores are derived for the period starting the
30th of November 2025 and ending today, the
28th of February 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 companies with large market capitalizations at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States.
More on Largecap Value FundLargecap Mutual Fund Highlights
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of March 2025 |
| Fiscal Year End | October |
Largecap Value Fund [PLVIX] is traded in USA and was established 28th of February 2026. 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 2.4
B in
assets with no minimum investment requirementsLargecap Value is currently producing year-to-date (YTD) return of 4.44% with the current yeild of 0.02%, while the total return for the last 3 years was 13.1%.
Check Largecap Value Probability Of Bankruptcy
Largecap Value Top Holders
Largecap Value Risk Profiles
Largecap Value Against Markets
Largecap Mutual Fund Analysis Notes
The fund generated five year return of 10.0%. Largecap Value maintains 96.47% of assets in stocks. This fund last dividend was 0.27 per share. Large Value To find out more about Largecap Value Fund contact the company at 800-222-5852.
Largecap Value Investment Alerts
| Largecap Value is not yet fully synchronised with the market data |
| Largecap Value had very high historical volatility over the last 90 days |
| The fund maintains 96.47% of its assets in stocks |
Top Largecap Value Fund Mutual Fund Constituents
Institutional Mutual Fund Holders for Largecap Value
Have you ever been surprised when a price of an equity instrument such as Largecap Value is soaring high
without any particular reason? This is usually happening because many institutional investors are aggressively trading Largecap Value Fund backward and forwards among themselves. Largecap Value's institutional investor refers to the entity that pools money to purchase Largecap Value'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.
Note, although Largecap Value'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 Value Outstanding Bonds
Largecap Value 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 Value 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 Value Fund 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 Value Predictive Daily Indicators
Largecap Value 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 Value 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 Value Forecast Models
Largecap Value's time-series forecasting models are one of many Largecap Value'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 Value'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.