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Morningstar

Principal Edge MidCap Institutional PEDGX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.14  /  −0.98 %
  • Total Assets 75.2 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.20%
  • Turnover 11%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis PEDGX

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

  • People Pillar

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

Principal Edge MidCap Institutional’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PEDGX

More PEDGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lincoln Electric Holdings Inc

3.67 2.9 Mil
Industrials

Avery Dennison Corp

3.54 2.8 Mil
Consumer Cyclical

Nordson Corp

3.52 2.7 Mil
Industrials

Lennox International Inc

3.25 2.5 Mil
Industrials

Tractor Supply Co

3.11 2.4 Mil
Consumer Cyclical

Steris PLC

3.07 2.4 Mil
Healthcare

Fair Isaac Corp

3.00 2.3 Mil
Technology

Morningstar Inc

2.98 2.3 Mil
Financial Services

Snap-on Inc

2.84 2.2 Mil
Industrials

Brunswick Corp

2.76 2.1 Mil
Consumer Cyclical