Principal MidCap’s prudent process, well-suited investment team, and appealing risk/reward profile earn its cheaper share classes a Morningstar Analyst Rating of Silver and its pricier ones a Bronze. The fund is closed to new investors.
Will PEMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEMGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PEMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PEMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.