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Principal Global Div Inc A PGBAX

Analyst rating as of
NAV / 1-Day Return
13.89  /  0.58 %
Total Assets
4.7 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Above Average
Longest Manager Tenure
11.21 years
Category
Allocation--15% to 30% Equity
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
4.06%
Turnover
Premium

Morningstar’s Analysis

Will PGBAX outperform in future?

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

Recent bouts of market stress laid bare this fund’s structural weaknesses.

Summary

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Given concerns around this fund’s risk management at the total portfolio level, the fund’s cheapest share classes are downgraded to a Morningstar Analyst Rating of Neutral from Bronze, and the most expensive share class is downgraded to Negative.

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