Principal Disc LargeCap Blend Inst
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 888-774-6267
| Category: | Large Blend | | Fund Family: | Principal Funds | | Net Assets: | 2.27B | | Year-to-Date Return: | -20.83% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-02 |
|
Jeffery A. Schwarte
Lead Manager since
30-Dec-02 | | | Schwarte is a portfolio manager at PGI. He manages the large-cap core portfolios and is co-portfolio manager on the midcap value strategies. Schwarte joined the firm in 1993 as a staff auditor and has held various positions before moving to an equity research position in 2000. He is a Certified Internal Auditor, and a Fellow of the Life Management Institute (FLMI). Schwarte holds the Chartered Financial Analyst designation and the Certified Public Accountant designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations similar to companies in Standard & Poor's 500 index at the time of purchase. In selecting securities, management looks at stocks with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of stocks with these characteristics. |
| Last Dividend
(31-Dec-07):
| 0.18 | | Last Cap Gain
(6-Dec-07):
| 1.92 | | Annual Holdings Turnover
| 101.00% | | Average for Category:
| 71.67% |
|
| Expense | PILBX | Category
Avg | | Total Expense Ratio: | 0.57%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$183 | $572 | | 5 Yr Expense Projection*: |
$318 | $873 | | 10 Yr Expense Projection*: |
$714 | $1,733 |
|
|
11.08% Nasdaq 0.00%
Profile
