Principal LargeCap S&P 500 Index Fund J (PSPJX)
32.82
+0.04
(+0.12%)
USD |
Dec 04 2025
PSPJX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.15% |
| Stock | 97.26% |
| Bond | 1.56% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.03% |
Market Capitalization
As of October 31, 2025
| Large | 81.23% |
| Mid | 14.97% |
| Small | 3.80% |
Region Exposure
| Americas | 96.60% |
|---|---|
|
North America
|
96.52% |
| Canada | 0.03% |
| United States | 96.49% |
|
Latin America
|
0.08% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.14% |
|---|---|
| United Kingdom | 0.43% |
|
Europe Developed
|
1.71% |
| Ireland | 1.33% |
| Netherlands | 0.09% |
| Switzerland | 0.29% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.09% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.09% |
| Singapore | 0.09% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.18% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.30% |
| Materials |
|
1.62% |
| Consumer Discretionary |
|
10.41% |
| Financials |
|
12.53% |
| Real Estate |
|
1.75% |
| Sensitive |
|
55.68% |
| Communication Services |
|
9.83% |
| Energy |
|
2.72% |
| Industrials |
|
7.64% |
| Information Technology |
|
35.49% |
| Defensive |
|
15.44% |
| Consumer Staples |
|
4.42% |
| Health Care |
|
8.74% |
| Utilities |
|
2.28% |
| Not Classified |
|
2.58% |
| Non Classified Equity |
|
0.05% |
| Not Classified - Non Equity |
|
2.53% |
As of October 31, 2025
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 | -- |