At A Glance
You hold PLICX.O in 0 portfolios
Principal:LC S&P500;C (PLICX.O)
Net Asset Value
11.63USD
0.12 +1.04%
05/17/2013
Category
US Diversified EquityYTD Return (Cumulative)
17.36%Classification
S&P 500 Index5 Year Return (Annualized)
3.79%Manager Benchmark
Lipper S&P 500 Fund IXLipper Leader Profile (Overall)
Growth of $10,000 since December, 2006
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Total Return Performance (as of May 17, 2013)
| Cumulative Performance | ||||||
|---|---|---|---|---|---|---|
| Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
| PLICX.O | 1.04% | 2.11% | 7.39% | 9.92% | 17.36% | 28.91% |
S&P 500 Daily Reinv IXS&P 500 Index Funds | 1.02% | 2.12% | 7.39% | 10.15% | 17.59% | 29.94% |
Percentile Rank PLICX.O vs. Category | 61 | 61 | 59 | 92 | 83 | 92 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since Inception | |
| PLICX.O | 14.60% | 4.11% | N/A | 3.31% Jan 17, 2007 |
S&P 500 Daily Reinv IXS&P 500 Index Funds | 15.40% | 4.94% | 7.50% | -- |
Percentile Rank PLICX.O vs. Category | 90 | 95 | N/A | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
|---|---|---|---|---|---|---|
| Overall Rating Peers with Rating* | 128 Funds | 128 Funds | 10235 Funds | 29 Funds | 128 Funds |
PLICX.O Performance
| 1 Year (Cumulative) | Category Range | |
|---|---|---|
| SEC Performance as of Apr 30, 2013 | 14.39% | |
| After Tax Pre-Liquidation as of Apr 30, 2013 | 14.00% | |
| After Tax Post-Liquidation as of Apr 30, 2013 | 8.21% |
Distributions
1 YR Dividend Income / Share(by US Dollar)
PLICX.O returned $0.10 in dividend income over the past year which was Above the median for the US Diversified Equity and is in the 15th percentile of funds in this category.
