Principal LargeCap Growth Fund I

Shareclass

Principal LargeCap Growth I R6 (PLCGX)

Type

Open-end mutual fund

Manager

Principal Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

73.6

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 674 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
0.05% of assets
$5.04M invested
2. Mastercard Inc Class A
3.35% of assets
$317.01M invested
3. Etsy Inc
<0.01% of assets
$218,735 invested
4. Hilton Worldwide Holdings Inc
1.55% of assets
$146.89M invested
5. Uber Technologies Inc
1.57% of assets
$148.06M invested
6. PepsiCo Inc
0.1% of assets
$9.2M invested
7. Hasbro Inc
<0.01% of assets
$464,690 invested
8. Moodys Corp
0.05% of assets
$4.39M invested
9. Jones Lang LaSalle Inc
<0.01% of assets
$240,623 invested
10. Autodesk Inc
1.33% of assets
$125.57M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TKO Group Holdings Inc
<0.01% of assets
$102,285 invested
2. Trump Media & Technology Group Corp
<0.01% of assets
$70,637 invested
3. Astera Labs Inc
<0.01% of assets
$30,409 invested
4. Liberty Broadband Corp Registered Shs Series -C-
<0.01% of assets
$139,760 invested
5. Liberty Broadband Corp Registered Shs Series -A-
<0.01% of assets
$12,066 invested
6. Ncino Inc Ordinary Shares
<0.01% of assets
$101,570 invested
7. Viper Energy Inc Ordinary Shares - Class A
<0.01% of assets
$87,878 invested
8. Carvana Co Class A
<0.01% of assets
$471,328 invested
9. Matador Resources Co
<0.01% of assets
$35,172 invested
10. Celsius Holdings Inc
<0.01% of assets
$277,503 invested

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Financial performance

Performance data provided by

Find more financial data on PLCGX at Morningstar.com

Gender Equality and Returns

Returns chart for Principal LargeCap Growth Fund I

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

PLCGX

Principal LargeCap Growth Fund I

Family

Principal Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PLCGX

Principal LargeCap Growth Fund I

Family

Principal Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PLCGX

Principal LargeCap Growth Fund I

Family

Principal Funds

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PLCGX - Principal LargeCap Growth Fund I

3.63%

7.36%

15%

13%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.58%

-1.67%

-3.13%

0.74%

Same

Find more financial data on PLCGX at Morningstar.com

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