Morningstar

Principal LargeCap S&P 500 Index Fund R-3 Class PLFMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 36.76  /  +0.74 %
  • Total Assets 9.4B
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.33%
  • Turnover 4%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PLFMX

Will PLFMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLFMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLFMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLFMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Large Cap S&P 500 Index R3 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PLFMX

More PLFMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.02 752M
Technology

Apple Inc

6.98 655M
Technology

Microsoft Corp

5.65 530M
Technology

Amazon.com Inc

3.81 358M
Consumer Cyclical

Alphabet Inc Class A

2.98 280M
Communication Services

Broadcom Inc

2.63 247M
Technology

Alphabet Inc Class C

2.38 223M
Communication Services

Meta Platforms Inc Class A

1.89 177M
Communication Services

Micron Technology Inc

1.62 152M
Technology

Tesla Inc

1.55 146M
Consumer Cyclical

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