- 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 $10.71B 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 the fund issuer.
- 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.
