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Principal Diversified Real Asset Instl PDRDX

Analyst rating as of
NAV / 1-Day Return
13.69  /  0.66 %
Total Assets
4.5 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Below Average
Longest Manager Tenure
11.60 years
Category
World Allocation
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.33%
Turnover
85%
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Morningstar’s Analysis

Will PDRDX outperform in future?

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

Strays from its real asset mandate.

Senior Analyst

Summary

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Principal Diversified Real Asset offers investors unique exposure to nine assets that have varying sensitivity to inflation, but the team’s broad-based approach leads to a portfolio that hasn’t delivered on its stated real return target. This holds its Morningstar Analyst Rating at Neutral for all share classes.

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