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Principal Global Div Inc Instl PGDIX

Analyst rating as of
NAV / 1-Day Return
13.44  /  0.20 %
Total Assets
4.3 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Average
Longest Manager Tenure
11.91 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
4.59%
Turnover
94%
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Morningstar’s Analysis

Will PGDIX outperform in future?

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

More Changes to Principal Global Diversified Income; Ratings Unchanged

Associate Director

Analyst Note

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In a Dec. 17 supplementary prospectus filing, Principal announced plans to shake up Principal Global Diversified Income’s subadvisor lineup and asset class mix in mid-January 2022 and remove “Global” from its name on or around March 1, 2022. The changes don’t alter the strategy’s Morningstar Analyst Rating range of Neutral to Negative, depending on share class, but do reinforce its Average Process rating.

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