PLFPX – Principal Large Cap S&P 500 Index R5 Investment Strategy | Morningstar

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Strategy

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. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	Institutional	Open			Mar 1, 2001	$6.21B	0.100%	Low	$0	−$2.29B
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	Front Load	Open			Jun 28, 2005	$1.03B	0.310%	Low	$1,000	−$63.37M
PLFPX	Principal LargeCap S&P 500 Index Fund R-5 Class	Retirement, Large	Open			Dec 6, 2000	$432.41M	0.350%	Low	$0	−$77.19M
PLFMX	Principal LargeCap S&P 500 Index Fund R-3 Class	Retirement, Medium	Open			Dec 6, 2000	$209.32M	0.660%	Low	$0	−$14.93M
PSPJX	Principal LargeCap S&P 500 Index Fund Class J	Retirement, Medium	Open			Mar 1, 2001	$1.56B	0.270%	Low	$1,000	−$83.03M

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