Principal Asset Management follows client demand around the world and across asset classes. While the firm’s sensitivity to market trend can help better serve clients, its sprawling efforts have also led to mixed results. Its Parent rating remains Average.
Principal
Principal Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
130.83 BilInvestment Flows (TTM)
−5.80 BilAsset Growth Rate (TTM)
−3.88%# of Share Classes
412
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 11 | |
| 92 | |
| 191 | |
| 89 | |
| 19 | |
| Not Rated | 10 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Principal Real Estate Securities A | 26 | |
| Principal Finisterre EmMkts TR Bd Instl | 5 | |
| Principal Capital Appreciation Inst | 8 | |
| Principal Real Estate Securities Inst | 18 | |
| Principal Core Fixed Income Instl | 26 |
Morningstar Mentions
Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.