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Principal SmallCap Growth I Instl PGRTX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.65  /  1.49 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

Morningstar’s Analysis PGRTX

Will PGRTX outperform in future?

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

Summary

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Principal SmallCap Growth I Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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