| 11.72 Net Asset Value | +0.17% 1 Day | +17.43% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.04% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +7.42% | 3 years | +16.62% | |
| 3 months | +11.30% | 5 years | +4.94% | |
| 1 year | +28.28% | Since inception | +5.25% |
| PLPIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.94% | +4.80% |
| Expense ratio | 1.04% | 1.17% |
| Risk 5 year sharpe ratio | 0.30 | 0.30 |
| Net assets | $3.3B | $2.7B |
| Average market cap | $59.4B | $57.0B |
| Average P/E | 16.8 | 16.4 |
| Portfolio turnover | 4% | 4% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Principal Funds |
| Fund manager & tenure | Thomas Kruchten / 2 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.33% |
| Energy | 12.44% |
| Industrial materials | 12.12% |
| Healthcare | 11.04% |
| Hardware | 9.21% |
| AAPL Apple Inc | 2.87% |
| XOM Exxon Mobil Corporation | 2.75% |
| MSFT Microsoft Corporation | 1.72% |
| JNJ Johnson & Johnson | 1.64% |
| CVX Chevron Corp | 1.63% |
| GE General Electric Co | 1.60% |
| -- S&P500 Emini Fut Jun13 | 1.54% |
| GOOG Google, Inc. Class A | 1.52% |
| IBM International Business Machines Corp | 1.46% |
| PG Procter & Gamble Co | 1.45% |
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