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Morningstar

Principal International I Inst PINIX

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.78  /  0.85 %
  • Total Assets 322.3 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.76%
  • Turnover 61%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:19 AM GMT+00:00

Morningstar’s Analysis PINIX

Will PINIX 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 PINIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PINIX 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 PINIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Principal International I Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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