Principal LargeCap S&P 500 Index Fund
PLFMX
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- Principal LargeCap S&P 500 Index Fund (PLFMX) is an open-end mutual fund managed by Principal Funds, Inc., a subsidiary of Principal Financial Group, Inc., that seeks long-term growth of capital by investing 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 fund is non-diversified and classified in the Large Blend category by Morningstar. It offers R-3 class shares with a net expense ratio of 0.66%, daily pricing, and no minimum initial investment, targeting institutional and retail investors seeking exposure to U.S. large-cap equities representative of the broad market, with top holdings including Microsoft Corp., NVIDIA Corp., and Apple Inc., and primary sector allocations in technology (32.81%), financial services (13.88%), and consumer cyclical (10.79%). The fund, domiciled in the United States and available for sale primarily in U.S. markets, was incepted on December 6, 2000, and as of late 2025 maintains total net assets exceeding $11.65 billion with a net asset value around $33.44. Managed by Principal Global Investors with portfolio managers Aaron Siebel (since 2018) and Tyler O'Donnell (since 2023), it pays annual dividends, including recent distributions in December 2024 of $0.2038 income, $0.0584 short-term capital gain, and $0.3748 long-term capital gain per share. Principal Financial Group, the parent headquartered in Des Moines, Iowa, has pursued strategic expansions in recent years, including the acquisition of Ascensus' employee stock ownership plan (ESOP) business in 2024 adding over 800 plans and 165,000 participants, alongside launches of new ETFs, private credit funds, and infrastructure debt capabilities in 2024-2025, alongside ongoing enhancements to its asset management offerings such as a Global Sustainable Food and Biodiversity Fund.