Principal LargeCap Growth Fund I (PLGIX)
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 purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund is non-diversified.
Fund Info
US74253J7845
74253J784
Dec 6, 2000
$0
Large-Cap
Growth
Expense Ratio
PLGIX has an expense ratio of 0.67%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Principal LargeCap Growth Fund I, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Principal LargeCap Growth Fund I had a return of -6.97% year-to-date (YTD) and -18.00% in the last 12 months. Over the past 10 years, Principal LargeCap Growth Fund I had an annualized return of 1.59%, while the S&P 500 had an annualized return of 10.15%, indicating that Principal LargeCap Growth Fund I did not perform as well as the benchmark.
PLGIX
-6.97%
-1.29%
-27.46%
-18.00%
-0.45%
1.59%
^GSPC (Benchmark)
-6.06%
-2.95%
-4.87%
8.34%
13.98%
10.15%
Monthly Returns
The table below presents the monthly returns of PLGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.85% | -3.06% | -7.84% | 1.25% | -6.97% | ||||||||
| 2024 | 2.88% | 5.70% | 1.96% | -4.88% | 3.93% | 6.09% | -1.29% | 2.86% | 1.61% | -0.58% | 6.56% | -25.34% | -5.12% |
| 2023 | 8.61% | -2.73% | 6.85% | 1.42% | 3.66% | 7.32% | 2.87% | -0.70% | -5.56% | -1.92% | 10.43% | -0.46% | 32.44% |
| 2022 | -11.16% | -4.61% | 1.65% | -12.90% | -3.06% | -7.05% | 11.52% | -6.09% | -9.85% | 6.14% | 4.65% | -16.63% | -40.91% |
| 2021 | -1.52% | 2.09% | 0.49% | 7.42% | -0.99% | 6.47% | 3.42% | 2.48% | -5.65% | 6.81% | -1.80% | -9.31% | 8.81% |
| 2020 | 2.12% | -5.79% | -10.22% | 14.91% | 7.34% | 3.62% | 7.50% | 8.18% | -4.07% | -2.98% | 9.69% | -3.04% | 27.07% |
| 2019 | 9.86% | 4.31% | 2.30% | 3.38% | -5.70% | 7.00% | 1.71% | -0.37% | -0.69% | 2.08% | 4.82% | -5.23% | 24.79% |
| 2018 | 9.49% | -1.84% | -2.00% | 1.05% | 3.91% | 1.32% | 2.35% | 1.93% | 0.65% | -8.42% | 2.38% | -18.98% | -10.61% |
| 2017 | 4.68% | 3.80% | 1.12% | 3.55% | 3.12% | -0.30% | 3.03% | 2.23% | 0.77% | 4.60% | 3.33% | -6.76% | 25.13% |
| 2016 | -8.19% | -0.82% | 6.15% | 0.26% | 2.07% | -2.28% | 5.36% | -0.66% | 0.91% | -1.47% | 0.33% | -4.23% | -3.35% |
| 2015 | -1.61% | 6.94% | -0.53% | 0.00% | 1.92% | -1.21% | 4.12% | -5.79% | -3.27% | 8.44% | 0.89% | -12.07% | -3.80% |
| 2014 | -1.89% | 4.82% | -2.53% | -1.97% | 2.73% | 2.27% | -0.99% | 3.63% | -2.16% | 3.42% | 2.06% | -10.04% | -1.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PLGIX is 4, meaning it’s performing worse than 96% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal LargeCap Growth Fund I (PLGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Principal LargeCap Growth Fund I provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 | $0.01 | $0.01 | $0.04 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% | 0.15% | 0.09% | 0.06% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal LargeCap Growth Fund I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2014 | $0.04 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Principal LargeCap Growth Fund I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Principal LargeCap Growth Fund I was 57.42%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current Principal LargeCap Growth Fund I drawdown is 41.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.42% | Nov 1, 2007 | 266 | Nov 20, 2008 | 541 | Jan 14, 2011 | 807 |
| -50.8% | Nov 17, 2021 | 280 | Dec 28, 2022 | — | — | — |
| -31.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -30.12% | Jul 26, 2018 | 105 | Dec 24, 2018 | 248 | Dec 18, 2019 | 353 |
| -26.69% | Nov 25, 2014 | 302 | Feb 8, 2016 | 361 | Jul 14, 2017 | 663 |
Volatility
Volatility Chart
The current Principal LargeCap Growth Fund I volatility is 15.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.