Large Growth

Summary

The investment seeks long-term growth of capital.
Fund Assets (millions) $6,254.7
Portfolio Managers 3
Fund Inception Dec 6, 2000
Gross Expense Ratio 0.61%
Fund Family Principal Funds
Prospectus (PDF)

Returns at NAV

Returns at MOP

Asset Mix

Short % 0% Long %
U.S. Stocks 0.0
96.7
Non-U.S. Stocks 0.0
2.1
U.S. Bonds 0.0
0.2
Non-U.S. Bonds 0.0
0.0
Convertible 0.0
0.0
Preferred 0.0
0.3
Other 0.0
0.1
Cash 1.4
2.1
As of 2/28/2026
Read important information about results and other investment disclosures
This chart tracks a hypothetical investment, with dividends reinvested, through February 28, 2026
PLCGX
S&P 500 TR USD

Market Capitalization

$0.0 Mil
Average

Giant
58.3%
Large
22.0%
Medium
17.6%
Small
2.1%
Micro
0.0%

As of 2/28/2026

Morningstar Ownership ZoneTM

Large Growth
Weighted average of holdings
75% of fund's stock holdings
As of 2/28/26
INSIGHTS ON THE MORNINGSTAR OWNERSHIP ZONE

Investment Strategy

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. The fund is non-diversified.

Fund Facts

Fund Inception Dec 6, 2000
Fund Assets (Millions) $6,254.7
Dividend Distribution Frequency Annually
Minimum Investment $0
Capital Gains Distribution Frequency Annually
Turnover 35%
Fiscal Year-End Oct
Prospectus Date Mar 1, 2026

Returns

Month-End Returns as of 2/28/26

Returns at NAV
| at MOP
Read important information about results and other investment disclosures
PLCGX
S&P 500 TR USD
ANNUAL RETURNS CHART

Quarter-End Returns as of 12/31/25

Yield & Valuation

12-Month Distribution Rates (NAV)
--
30-Day SEC Yield (Gross | Net) -- | --
Price/Book 7.62
Price/Cash Flow 17.55
Price/Earnings 27.64
As of 2/28/2026

Portfolio Management

Read important investment disclosures
Years of Experience With Fund
James Fennessey 16 yrs
May Tong 0 yrs
Michael Messina 0 yrs
As of 2/28/2026

Ratings & Risk

Morningstar Rating TM


Overall Morningstar RatingTM
Funds rated(1004)
3-yr. Morningstar RatingTM
(1004 funds rated)
5-yr. Morningstar RatingTM
(939 funds rated)
10-yr. Morningstar RatingTM
(761 funds rated)
Overall Morningstar Risk Average
HIGH
LOW
Morningstar Category
Large Growth
ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS
Ratings are based on risk-adjusted returns as of 2/28/2026.

Risk Measures

Fund
Standard Deviation
17.25
Sharpe Ratio
0.78
R-squared
87
Beta
1.07
Capture Ratio (Downside/Upside)
108/104
American Funds and Morningstar Benchmark for the 10 Years Years ending 2/28/26 R-squared, Beta and Capture Ratio calculated using the S&P 500 TR USD.

Holdings

Equities Breakdown

Sectors
Equity Fund Holdings
 Technology 50.9%
Communication Services 14.2%
Healthcare 10.1%
Consumer Cyclical 9.9%
Financial Services 7.1%
Industrials 5.9%
Consumer Defensive 1.3%
Real Estate 0.1%
Energy 0.1%
Basic Materials 0.1%
Utilities 0.1%

Percentage of net assets as of 2/28/2026

Top 10 Holdings

NVIDIA Corp
10.8%
Apple Inc
8.4%
Microsoft Corp
8.3%
Alphabet Inc Class A
5.4%
Broadcom Inc
5.0%
Amazon.com Inc
4.1%
Meta Platforms Inc Class A
3.6%
Mastercard Inc Class A
2.6%
Principal Government Money Market R-6
2.2%
Eli Lilly and Co
2.1%

Percentage of net assets as of 2/28/2026

Geographic Breakdown

Regions | Top Countries
Americas
98.9%
Greater Europe
0.5%
Greater Asia
0.3%
Percentage of net assets as of 2/28/2026

Fees & Expenses

Fees

Annual Management Fees 0.60%
Service 12b-1 --
Maximum Sales Charge --
As of each fund's most recent prospectus.

Expense Ratio

Gross
PLCGX 0.61%
Morningstar Category: Large Growth 1.09%
Fund as of most recent prospectus. Morningstar Category as of 2/28/26.