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Principal Large Cap Value III R2 (PPSNX)

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18.51+0.41 (+2.27%)
At close: 09:00PM EDT

Principal Large Cap Value III R2

Principal Financial Group

711 High Street

Des Moines, IA 50392

800-222-5852
Management information
Randy L. Welch,Lead manager since 1 June 2009
Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familyPrincipal Funds
Net assets2.44B
YTD return6.62%
Yield0.78%
Morningstar rating★★★
Inception date5 Dec 2000

Fund operations

Last dividend0.14
Last cap gain0.00
Holdings turnover54.60%
Average for categoryN/A

Fees and expenses

ExpensePPSNXCategory average
Annual report expense ratio (net)1.46%0.90%
Prospectus net expense ratio1.46%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 fee0.30%N/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection477N/A
5-yr expense projection828N/A
10-yr expense projection1,818N/A