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Principal Diversified Real Asset R3 PGDRX

Analyst rating as of
NAV / 1-Day Return
10.46  /  0.67 %
Total Assets
3.2 Bil
Adj. Expense Ratio
1.350%
Expense Ratio
1.350%
Fee Level
Average
Longest Manager Tenure
10.32 years
Category
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.21%
Turnover
72%
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Morningstar’s Analysis

Will PGDRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Waning confidence in the underlying subadvisor lineup.

Analyst

Summary

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Principal Diversified Real Asset consists of thoughtfully packaged asset classes that have been sensitive to inflation historically, but its lineup of mostly external subadvisors has lost some luster. Tempered conviction in the subadvisors supports a Morningstar Analyst Rating of Neutral across all share classes.

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