Largecap Sp 500 Fund Quote
| PLSAX Fund | USD 30.47 0.16 0.53% |
PerformanceStrong
| Odds Of DistressLow
|
Largecap is trading at 30.47 as of the 22nd of July 2025; that is 0.53% up since the beginning of the trading day. The fund's open price was 30.31. Largecap has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the SP 500 Index. The index is designed to represent U.S. equities with riskreturn characteristics of the large cap universe.. More on Largecap Sp 500
Moving together with Largecap Mutual Fund
Largecap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Large Blend, Principal Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Largecap Sp 500 [PLSAX] is traded in USA and was established 22nd of July 2025. Largecap is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Principal Funds family. This fund at this time has accumulated 6.48 B in assets with no minimum investment requirementsLargecap Sp 500 is currently producing year-to-date (YTD) return of 7.63% with the current yeild of 0.01%, while the total return for the last 3 years was 19.33%.
Check Largecap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Largecap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Largecap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Largecap Sp 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Largecap Sp 500 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Largecap Sp 500 Risk Profiles
| Mean Deviation | 0.6523 | |||
| Semi Deviation | 0.5548 | |||
| Standard Deviation | 0.9297 | |||
| Variance | 0.8643 |
Largecap Against Markets
Other Information on Investing in Largecap Mutual Fund
Largecap financial ratios help investors to determine whether Largecap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Largecap with respect to the benefits of owning Largecap security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |