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Principal MidCap Value I R4 PABWX

Quantitative rating as of
NAV / 1-Day Return
16.55  /  0.18 %
Total Assets
3.8 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Distribution Fee Level
Low
Share Class Type
Retirement, Medium
Category
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.86%
Turnover
54%

Morningstar’s Analysis PABWX

Will PABWX outperform in future?

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

Summary

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Principal MidCap Value I R4's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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