PCBPX – Fund Analysis – Principal SAM Conservative Bal R3 | Morningstar

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Will PCBPX outperform in future?

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

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Process Pillar

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

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

Principal SAM Conservative Bal R3's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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