Principal LargeCap Value Fund

3 / 5 Stars
3 2 4 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
B+ (Buy)

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Principal Funds funds

See full Large Value rankings

See more fund rankings


The fund has returned 24.18 percent over the past year, 15.92 percent over the past three years, 18.10 percent over the past five years, and 7.06 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.1%
1 Year 24.2%
3 Years (Annualized) 15.9%
5 Years (Annualized) 18.1%
10 Years (Annualized) 7.1%

See more PLVPX performance


The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of each purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund actively trades portfolio securities.


Fees are Low compared to funds in the same category.
Principal LargeCap Value Fund has an expense ratio of 0.68 percent.

See more PLVPX fees


Risk is Average compared to funds in the same category according to Morningstar.

See more PLVPX risk

Large Value Funds

Highest Returns (10-year)

See More Funds