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Principal MidCap Growth III R1 PHASX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 7.61  /  1.47 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.730%
  • 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?

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

Summary

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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.

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