Principal LargeCap S&P 500 Index Fund

Frequently Asked Questions About PLFMX

What does PLFMX invest in?

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.

What is the expense ratio of PLFMX?

Principal LargeCap S&P 500 Index Fund (PLFMX) charges an expense ratio of 0.66%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PLFMX?

Principal LargeCap S&P 500 Index Fund (PLFMX) manages $9.31B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is PLFMX actively managed or an index fund?

PLFMX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (PLFMX's is 0.66%) because there's no security selection cost.

When was PLFMX launched?

Principal LargeCap S&P 500 Index Fund (PLFMX) launched in December 2000 and is managed by Principal.

How has PLFMX performed?

PLFMX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.