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Morningstar

Principal International Equity Index R1 PILIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis PILIX

Will PILIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PILIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PILIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PILIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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