Principal Diversified Real Asset Fund Institutional Class PDRDX Fund Analysis

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Morningstar’s Analysis PDRDX

Will PDRDX outperform in the future?

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

A manager departs while portfolio changes lean on the hands-on approach.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The recent manager departure stretches the capabilities of the team guiding Principal Diversified Real Asset. At the same time, recent portfolio changes raise concerns about the increasingly tactical approach.

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