Principal LargeCap S&P 500 Index Fund R-5 (PLFPX)
33.00
-0.19
(-0.57%)
USD |
Mar 05 2026
PLFPX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.90% |
| Stock | 97.54% |
| Bond | 1.54% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.02% |
Market Capitalization
As of January 31, 2026
| Large | 81.08% |
| Mid | 14.94% |
| Small | 3.98% |
Region Exposure
| Americas | 96.64% |
|---|---|
|
North America
|
96.56% |
| Canada | 0.03% |
| United States | 96.53% |
|
Latin America
|
0.08% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.30% |
|---|---|
| United Kingdom | 0.45% |
|
Europe Developed
|
1.85% |
| Ireland | 1.45% |
| Netherlands | 0.09% |
| Switzerland | 0.30% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.15% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
0.15% |
| Singapore | 0.15% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.92% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.65% |
| Materials |
|
1.92% |
| Consumer Discretionary |
|
10.37% |
| Financials |
|
12.58% |
| Real Estate |
|
1.77% |
| Sensitive |
|
54.90% |
| Communication Services |
|
10.77% |
| Energy |
|
3.10% |
| Industrials |
|
8.14% |
| Information Technology |
|
32.88% |
| Defensive |
|
16.15% |
| Consumer Staples |
|
4.72% |
| Health Care |
|
9.23% |
| Utilities |
|
2.20% |
| Not Classified |
|
2.31% |
| Non Classified Equity |
|
0.04% |
| Not Classified - Non Equity |
|
2.27% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |