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

At A Glance

You hold PLICX.O in 0 portfolios

Net Asset Value

11.63USD

 0.12 +1.04%

05/17/2013

Category
US Diversified Equity
YTD Return (Cumulative)
 17.36%
Classification
S&P 500 Index
5 Year Return (Annualized)
 3.79%
Manager Benchmark
Lipper S&P 500 Fund IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Lipper Peer3 Risk & Returns Scanner

PLICX.O — More Risk, More Return

Roll over fund for details

PLICX.O outperforms 39 funds in its category for 3 Year Return, which is lower than the category median.

PLICX.O has a lower risk than 22 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare PLICX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales Charge1.00%
 
 

Annual Operating Expenses

Management Fee-0.13%
 
 
Max 12b-1 Fee Ratio1
 
 
Early Redemption Fee1.00%
 
 
Expense Ratio1.3
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$964 in fees
$20,381 before
 
$19,417 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of May 18, 2013)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
PLICX.O4.3320.779-0.1111
Lipper S&P 500 Fund IX
Lipper Classification Index
4.3320.849-0.0861.0011
S&P 500 Daily Reinv IX
Broad-Based Index
4.3330.866-0.1081.0011

Similar Funds & ETFs

2 Mutual Funds »

Equity Income (GSFTX)
YTD Return
 15.2%
3Yr Return
 13.4%
5Yr Return
 6.8%

GSFTX's YTD, 3 year, and 5 year Returns outperformed PLICX.O

Equity Income (LBSAX)
YTD Return
 15.0%
3Yr Return
 13.1%
5Yr Return
 6.6%

LBSAX's YTD, 3 year, and 5 year Returns outperformed PLICX.O

1 ETF »

YTD Return
 12.7%
3Yr Return
 12.7%
5Yr Return
 6.6%

VIG's YTD, 3 year, and 5 year Returns outperformed PLICX.O

View Overview Page For