PLSAX : Principal LargeCap S&P 500 Index Fund Class A

PLSAX is a US Stocks Market Large Blend index fund with MODERATE fees.

PLSAX

Principal LargeCap S&P 500 Index Fund Class A

FI Score

76 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

76% FI Score
  • plsax
  • Mutual Fund
  • US Stocks
  • Large Blend

Principal LargeCap S&P 500 Index Fund Class A

Expenses: 0.46% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Largest Holdings

Amount Holding
5.47% Microsoft Corp
4.91% Apple Inc
4.12% Amazon.com Inc
3.45% S&P 500 Future June 20
1.97% Facebook Inc A
1.62% Alphabet Inc A
1.61% Alphabet Inc Class C
1.58% Johnson & Johnson
1.47% Berkshire Hathaway Inc Class B
1.22% Visa Inc Class A
1.20% JPMorgan Chase & Co
1.18% Procter & Gamble Co
1.11% UnitedHealth Group Inc
1.04% Intel Corp
0.98% Mastercard Inc A
0.96% The Home Depot Inc
0.95% Verizon Communications Inc
0.89% AT&T Inc
0.85% Pfizer Inc
0.81% Merck & Co Inc
0.79% Exxon Mobil Corp
0.78% The Walt Disney Co
0.78% Bank of America Corp
0.74% PepsiCo Inc
0.74% Netflix Inc

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