LargeCap S&P 500 Index FundPLFPX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$13.1B
Expense ratio
0.35%
1-year return
+19.9%
3 years, a year
+20.6%
5 years, a year
+12.3%
Holdings
507

What it aims to do.

The Fund seeks long-term growth of capital.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.78%
AAPL Apple Inc6.39%
MSFT Microsoft Corp4.86%
AMZN Amazon.com Inc4.15%
GOOGL Alphabet Inc - A Shares3.59%
AVGO Broadcom Inc3.17%
GOOG Alphabet Inc - C Shares2.86%
META Meta Platforms Inc2.15%
TSLA Tesla Inc1.72%
BRK-B Berkshire Hathaway Inc - Class B1.39%

More on PLFPX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.