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Morningstar

Principal Global Sus Lstd Inf Inst PGSLX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.90  /  +0.09 %
  • Total Assets 18.6 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Infrastructure
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.72%
  • Turnover 46%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PGSLX

Will PGSLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGSLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PGSLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Principal Global Sus Lstd Inf Inst's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGSLX

More PGSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

8.39 1.4 Mil
Utilities

American Electric Power Co Inc

4.70 805,929
Utilities

American Tower Corp

4.45 761,555
Real Estate

Williams Companies Inc

4.40 753,122
Energy

PG&E Corp

3.99 683,750
Utilities

Entergy Corp

3.92 670,954
Utilities

Principal Government Money Market R-6

3.82 654,963
—

Crown Castle Inc

3.61 618,385
Real Estate

CMS Energy Corp

3.30 565,370
Utilities

CenterPoint Energy Inc

3.24 554,388
Utilities