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Morningstar

Principal MidCap S&P 400 Index Inst MPSIX

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.09  /  1.19 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.230%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.32%
  • Turnover 21%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis MPSIX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Principal MidCap S&P 400 Index Inst's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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