Principal LargeCap Growth I J (PLGJX)

Fund Assets	7.12B
Expense Ratio	0.814%
Min. Investment	$1,000
Turnover	34.70%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	9.06
YTD Return	5.47%
1-Year Return	5.30%
5-Year Return	92.03%
52-Week Low	7.30
52-Week High	11.42
Beta (5Y)	0.97
Holdings	230
Inception Date	Mar 1, 2001

About PLGJX

Principal LargeCap Growth Fund I Class J is a mutual fund focused primarily on long-term capital appreciation through investments in growth-oriented equity securities of large-cap U.S. companies. The fund’s strategy centers on allocating at least 80% of its net assets to companies with significant market capitalizations, while also occasionally investing in mid-cap names. Emphasis is placed on companies demonstrating strong growth potential, robust free cash flow, and positive business momentum, with a notable weight in sectors like information technology. The investment approach incorporates rigorous research and a bottom-up stock selection process to identify firms that are likely to outperform consensus expectations. Managed by an experienced team, the fund provides investors with diversified exposure to leading large-cap growth companies, making it relevant for those seeking participation in the performance of dominant, innovative sectors within the broader equity market. The fund tracks the Russell 1000 Growth Index for benchmarking its results and distributes dividends annually, reflecting its commitment to consistent shareholder returns while pursuing capital growth.

• Fund Family: Principal Funds
• Category: Large-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PLGJX
• Share Class: Class J
• Index: Russell 1000 Growth TR

Performance

PLGJX had a total return of 5.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.03%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.73%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLCGX	R-6	0.59%
PLGIX	Institutional Class	0.67%
PPUPX	R-5	0.85%
PLGAX	Class A	0.93%

Top 10 Holdings

49.98% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.17%
Alphabet Inc.	GOOGL	6.75%
Microsoft Corporation	MSFT	6.66%
Apple Inc.	AAPL	6.15%
Broadcom Inc.	AVGO	4.05%
Alphabet Inc.	GOOG	3.12%
Meta Platforms, Inc.	META	2.73%
Micron Technology, Inc.	MU	2.70%
Eli Lilly and Company	LLY	2.62%
Amazon.com, Inc.	AMZN	2.04%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$2.3168	Dec 18, 2025
Dec 19, 2024	$5.261	Dec 19, 2024
Dec 20, 2023	$1.041	Dec 20, 2023
Dec 20, 2022	$1.5188	Dec 20, 2022
Dec 20, 2021	$2.5188	Dec 20, 2021
Dec 18, 2020	$1.4365	Dec 18, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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