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Principal International Equity Index R1 PILIX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.37  /  0.10 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.88%
  • Turnover 20%

Morningstar’s Analysis PILIX

Will PILIX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of Principal International Equity Index R1's downgrade to a Morningstar Quantitative Rating of Negative from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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