Morningstar

Principal Global Emerging Markets Fund R-3 Class PEAPX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $38.77  /  −2.05 %
  • Fund Size $7.5B
  • Adjusted Expense Ratio 1.560%
  • Net Expense Ratio 1.560%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.47%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis PEAPX

Will PEAPX outperform in the 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 PEAPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Glb Emerging Markets R3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PEAPX

More PEAPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

17.56 1B
Technology

Samsung Electronics Co Ltd

9.85 764M
Technology

SK hynix Inc

3.84 298M
Technology

Alibaba Group Holding Ltd Ordinary Shares

3.19 247M
Consumer Cyclical

Tencent Holdings Ltd

2.90 225M
Communication Services

AIA Group Ltd

2.12 164M
Financial Services

ICICI Bank Ltd

2.03 157M
Financial Services

Delta Electronics Inc

2.00 156M
Technology

Piraeus Bank SA

1.68 130M
Financial Services

HDFC Bank Ltd

1.61 125M
Financial Services

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