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Investment Type: separateaccount

LargeCap Value Separate Account-Pro







Quick Facts


06/01/1995
Large Value
$569.48

Investment Strategy

   What's this?
The investment option normally invests the majority of assets in companies with large market capitalizations at the time of purchase. Management selects investments primarily on the basis of fundamental security analysis, focusing on the company's financial stability, sales, earnings, dividend trends, return on equity and industry trends. It may invest up to 25% of assets in foreign securities.




Morningstar Style Box™

  as of 07/31/2015
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Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 08/31/2015
What's this?

Out of 1193 Large Value Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 08/31/2015
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % -5.97 -7.08 -5.70 -3.92 11.35 12.87 4.14 5.95
Russell 1000 Value Index % -5.96 -7.43 -6.12 -3.48 13.92 14.68 6.18 ---
Large Value Category % -5.98 -7.34 -5.28 -3.88 12.45 13.29 5.72 ---
Morningstar Percentile Rankings** --- --- --- 55 69 62 88 ---
# of Funds in Category 1483 1455 1416 1387 1193 1056 741 ---
06/01/1995
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 08/31/2015
Total Investment Expense - Gross: 1.96%
Total Investment Expense - Net: 1.96%
Total Investment Expense Gross Per $1,000 Invested: $19.60



Growth of $10,000

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Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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Jeffrey A. Schwarte , CPA , CFA
Since 02/01/2010
B.A. , University of Northern Iowa

Joel B. Fortney , CFA
Since 12/31/2014
M.B.A. , University of Chicago






Morningstar
2015 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The full name of this investment option is Principal LargeCap Value Separate Account-Pro.

Separate Accounts are available through a group annuity contract with Principal Life Insurance Company. Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company, a member of the Principal Financial Group, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths. Principal Life Insurance Company reserves the right to defer payments or transfers from Principal Life Separate Accounts as described in the group annuity contracts providing access to the Separate Accounts or as required by applicable law. Such deferment will be based on factors that may include situations such as: unstable or disorderly financial markets; investment conditions which do not allow for orderly investment transactions; or investment, liquidity, and other risks inherent in real estate (such as those associated with general and local economic conditions). If you elect to allocate funds to a Separate Account, you may not be able to immediately withdraw them.

Returns shown for periods of less than one year are not annualized.

Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or by visiting principal.com.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

Russell 1000 Value Index is a market-capitalization weighted index of those firms in the Russell 1000 with lower price-to-book ratios and lower forecasted growth values.