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Investment Type: pif

LargeCap Growth I Inst Fund (PLGIX)







Total Returns



Returns shown for periods of less than one year are not annualized. All returns displayed here are after Total Investment Expense of the investment option.

The Year-to-Date Change represents an unannualized rate of return (change in value) since the start of the year. All returns shown here are after the Total Investment Expense of the investment option.

In situations where the net and gross fund expense figures are different, the investment manager has contractually agreed to limit the investment option's expense. Differences may also be shown due to the investment manager choosing to pay certain expenses that would normally be payable by the fund. The gross fund expense figure does not reflect any waivers or caps on the fund. Performance when shown reflects the application of net expenses of the fund.

Returns represent past performance and do not guarantee future results. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For more performance information, including the most recent month-end performance, visit principal.com.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options and contract[PB1] riders may not be available in all states or U.S. commonwealths.



Month-End | Quarter-End
Average Annual Total Returns as of 04/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 1.98 -8.90 -6.30 11.06 13.10 12.61 13.36 8.11
Russell 1000 Growth Index % 1.77 -10.15 -8.37 14.53 15.60 17.23 15.27 ---
Large Growth Category % 1.61 -10.04 -7.03 12.32 13.25 14.18 12.78 ---
Morningstar Percentile Rankings** --- --- --- 56 59 76 38 ---
# of Funds in Category 1135 1131 1127 1083 1027 949 748 ---
12/06/2000
**Morningstar percentile rankings are based on total returns.

Calendar Year Total Returns
20242023202220212020
Total Return % 25.01 40.51 -34.05 21.71 36.06
Russell 1000 Growth Index % 33.36 42.68 -29.14 27.60 38.49
Large Growth Category % + 28.96 36.74 -29.91 20.45 35.86
Morningstar Percentile Rankings**,+ 72 40 75 55 41
Morningstar Equity Stylebox Morningstar Stylebox Morningstar Stylebox Morningstar Stylebox Morningstar Stylebox Morningstar Stylebox
# of Funds in Category+ 1088 1200 1235 1237 1289
+ Data displayed is the most current information available.
**Morningstar percentile rankings are based on total returns.

Expenses

  as of 04/30/2025
Total Investment Expense - Gross: 0.69%
Total Investment Expense - Net: 0.67%
Waiver Date: 02/28/2026
Total Investment Expense Gross Per $1,000 Invested: $6.90

Distribution History

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$ Per Share
Income dividends are paid annual.


Daily Unit Value/Share Price Chart


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Morningstar
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Investment and Insurance products are:
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* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Principal® charges the investment provider an annual Principal® Platform Connectivity Program (Program) fee of $1,000 for those investment option(s) with this designation. This Program fee helps to pay for a number of expenses incurred in connection with maintaining and adding investments to its platform, including but not limited to, expenses for IT systems, IT employees and required legal and compliance services. The investment provider will pay the Program fee for these investment options.

Investing involves risk, including possible loss of principal.

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.

Several investment companies have decided to impose redemption fees and/or transfer restrictions on certain plan and/or participant transactions. One or more of the investment options in your employer's retirement plan may be impacted. For more information, log into your account and visit us at at principal.com.

As a Featured Partner Investment Option, this fund may qualify a plan for discounted recordkeeping fees if a plan sponsor chooses to use it in a RetireView® model. The investment option is deemed by an independent 3(21) fiduciary as appropriate for use in a retirement plan through their proprietary screening process. The investment manager for this investment option is not paying an annual fee to Principal Life Insurance Company® to be included as a Featured Partner Investment Option.

This investment option is considered non-diversified, which means it, or the underlying mutual fund, can invest a higher percentage of its assets in fewer individual issuers than a diversified investment. As a result, changes in the value of a single investment could cause greater fluctuations, gain or loss, in the net asset value than would occur if it was more diversified.

The manager of the Fund, Principal Global Investors, invests between 10% and 40% of the Fund's assets in common stocks in an attempt to match or exceed the performance of the Fund's benchmark index for performance.