Principal LargeCap S&P 500 Index Fund (PLFMX) Research

As a standard practice, the fund commits a minimum of 80% of its net assets, along with any borrowed capital used for investment purposes, to the stock securities of companies included in the S&P 500 Index at the time of acquisition. This index is designed to broadly represent the risk and return characteristics typical of large-capitalization U.S. equities.

Market snapshot

Symbol
PLFMX
Price
$35.66
Day change
+1.08%
Market cap
$10.7B
52-week range
28.91-36.16
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Balanced Fund (CBALX)
  • GMO Quality Fund (GQETX)
  • BlackRock LifePath Index 2045 Fund (LIHKX)
  • MFS Mid Cap Value Fund (MCVIX)
  • T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • T. Rowe Price Small-Cap Value Fund (PRSVX)
  • ClearBridge Dividend Strategy Fund (SOPAX)
  • Vanguard Strategic Equity Fund (VSEQX)

Open Principal LargeCap S&P 500 Index Fund (PLFMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.