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Morningstar

Principal International Eq Index Instl PIDIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.18  /  −0.18 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.78%
  • Turnover 38%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PIDIX

Will PIDIX 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 PIDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PIDIX 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 PIDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal International Eq Index Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PIDIX

More PIDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.32 27.2 Mil
Healthcare

ASML Holding NV

2.28 26.7 Mil
Technology

Nestle SA

1.65 19.3 Mil
Consumer Defensive

Toyota Motor Corp

1.52 17.8 Mil
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

1.50 17.6 Mil
Consumer Cyclical

iShares MSCI EAFE ETF

1.49 17.5 Mil
—

Novartis AG Registered Shares

1.23 14.4 Mil
Healthcare

Shell PLC

1.20 14.0 Mil
Energy

SAP SE

1.17 13.7 Mil
Technology

AstraZeneca PLC

1.16 13.6 Mil
Healthcare