Principal MidCap Growth III R1's Average People and Parent ratings limit this strategy 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 highest quintile among peers.
- NAV / 1-Day Return 7.61 / 1.47 %
- Total Assets 1.2 Bil
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Adj. Expense Ratio
- Expense Ratio 1.730%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.00
- Turnover 44%
Morningstar’s Analysis PHASX
Will PHASX outperform in future?
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