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Principal International Eq Index Instl PIDIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.90  /  +0.68 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.87%
  • Turnover 38%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:01 AM GMT+0

Morningstar’s Analysis PIDIX

Will PIDIX outperform in future?

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

Principal International Eq Index Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings PIDIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.50 28.6 Mil
Healthcare

ASML Holding NV

2.10 24.0 Mil
Technology

iShares MSCI EAFE ETF

1.82 20.8 Mil

Nestle SA

1.60 18.3 Mil
Consumer Defensive

Toyota Motor Corp

1.45 16.5 Mil
Consumer Cyclical

AstraZeneca PLC

1.40 16.0 Mil
Healthcare

Shell PLC

1.38 15.8 Mil
Energy

Lvmh Moet Hennessy Louis Vuitton SE

1.36 15.5 Mil
Consumer Cyclical

Novartis AG Registered Shares

1.19 13.6 Mil
Healthcare

SAP SE

1.13 12.9 Mil
Technology