Principal:LC S&P500;C (PLICX.O)

At A Glance

You hold PLICX.O in 0 portfolios

Net Asset Value

11.64USD

 0.02 +0.17%

05/21/2013

Category
US Diversified Equity
YTD Return (Cumulative)
 17.46%
Classification
S&P 500 Index
5 Year Return (Annualized)
 3.79%
Manager Benchmark
Lipper S&P 500 Fund IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Holdings Diversification »

Asset Class

 
-1% Cash
 
100% Stocks
 
1% Other

Key Statistics

Total Net Assets$11.18M
Total Stock Holdings499
Total Bond Holdings
% Foreign Stocks3%
Portfolio Turnover Rate4%

Fund Characteristics

PLICX.O's equity holdings have an average USD dollar-weighted market cap of $104.40 billion, a weighted average price/earnings of 21.2x, and an average price/book of 4.0x.

Geographic Exposure

Country Exposure

 
96% United States
 
2% Unidentified
 
1% Ireland
 
1% Switzerland
 
0% Remainder

Top Holdings (as of Mar 31, 2013)

Market Cap

 
 
 
69%Mega Cap
29%Large Cap
1%Mid Cap

Concentration

17.9% concentration in Top 10 Holdings
11.1% concentration in next 10 holdings
67.9% concentration in the remainder of the holdings
Top 10 Holdings% of Assets
(Change vs 1Q Ago)
Recent
News
Reuters
Reports
1
AAPL.O
2.9%
(-4.4%)
2
XOM
2.8%
(+3.9%)
20
3
GE
1.7%
(-0.4%)
20
4
CVX
1.6%
(+8.6%)
20
5
JNJ
1.6%
(+15.1%)
6
IBM
1.5%
(+4.2%)
20
7
MSFT.O
1.5%
(+24.3%)
20
8
GOOG.O
1.5%
(+12.4%)
20
9
PG
1.5%
(+1.8%)
10
PFE
1.4%
(+3.9%)
20
1 - 10 of 20

Top Sectors

 
16% Financials
 
15% Technology
 
13% Consumer Services
 
56% Remainder

Latest News for PLICX.O Holdings

9:19pm EDT

By Tom Berginp>

LONDON, May 21 (Reuters) - Apple's ability to shelter billions of dollars of income from tax has depended on an unusual loophole in the I...

8:43pm EDT

May 22 (Reuters) - The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not ...

8:01pm EDT

* Shareholders oppose plan to strip Diamon of chairmanship

* Three directors re-elected by unusually slim margins>

By David Henry

TAMPA, Florida, May 21 (...

7:58pm EDT

May 22 (Reuters) - Headlines

Apple chief defends tax practices and denies avoidance

()

Dimon victory despite investor backlash>

()

BP moves to stop 'irrepar...

7:01pm EDT

* Google's tax affairs in spotlight in Britain</p>

* Corporate tax avoidance is hot political issue

* Miliband says Google is wrong, must improve

By Andrew O...

4:18pm EDT

By Luke Baker and Mark John

BRUSSELS/PARIS (Reuters) - Growing concern in European capitals about aggressive tax avoidance by high-profile corporations...

3:53pm EDT

By Alistair Barr

SAN FRANCISCO, May 21 (Reuters) - PayPal, the online payment operation owned by eBay Inc, will increase marketing spending to support ...

3:48pm EDT

* Corn, wheat prices set April lows as plantings surge * Oil, gold, copper slip on worries of Fed cutback * Gas rallies on demand for gas-driv...

2:19pm EDT

* European leaders meet to discuss tax, energy policy

* Tax avoidance schemes by major companies on agenda

* EU loses 1 trillion euros a year to tax avo...

2:08pm EDT

By Leah Schnurr

NEW YORK (Reuters) - Stocks gained on Tuesday after Home Depot raised its profit outlook, while JPMorgan rose after its chief executive...

View Overview Page For