Principal LargeCap S&P 500 Index Fund J (PSPJX)
35.34
+0.20
(+0.57%)
USD |
May 28 2026
PSPJX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.20% |
| Stock | 99.48% |
| Bond | 0.31% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of April 30, 2026
| Large | 80.93% |
| Mid | 15.06% |
| Small | 4.01% |
Region Exposure
| Americas | 97.31% |
|---|---|
|
North America
|
97.23% |
| Canada | 0.02% |
| United States | 97.20% |
|
Latin America
|
0.08% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.25% |
|---|---|
| United Kingdom | 0.47% |
|
Europe Developed
|
1.78% |
| Ireland | 1.36% |
| Netherlands | 0.12% |
| Switzerland | 0.31% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.24% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.24% |
| Singapore | 0.24% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.21% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.89% |
| Materials |
|
1.94% |
| Consumer Discretionary |
|
10.10% |
| Financials |
|
11.97% |
| Real Estate |
|
1.89% |
| Sensitive |
|
58.08% |
| Communication Services |
|
10.98% |
| Energy |
|
3.49% |
| Industrials |
|
8.59% |
| Information Technology |
|
35.02% |
| Defensive |
|
15.55% |
| Consumer Staples |
|
4.76% |
| Health Care |
|
8.46% |
| Utilities |
|
2.34% |
| Not Classified |
|
0.48% |
| Non Classified Equity |
|
0.02% |
| Not Classified - Non Equity |
|
0.45% |
As of April 30, 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 | -- |