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Principal SAM Flexible Income R3 PFIPX

Quantitative rating as of
NAV / 1-Day Return
11.12  /  0.18 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
1.340%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Medium
Category
Allocation—15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.29%
Turnover
29%

Morningstar’s Analysis PFIPX

Will PFIPX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal SAM Flexible Income R3 to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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