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Morningstar

Principal Diversified Intl R4 PINLX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.74  /  0.00
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.04%
  • Turnover 42%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PINLX

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

  • People Pillar

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

Principal Diversified Intl R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PINLX

More PINLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.32 182.2 Mil
Technology

Novo Nordisk A/S Class B

3.09 169.5 Mil
Healthcare

Samsung Electronics Co Ltd

2.81 154.4 Mil
Technology

ASML Holding NV

2.71 148.9 Mil
Technology

3i Group Ord

2.29 125.9 Mil
Financial Services

Toyota Motor Corp

2.04 112.2 Mil
Consumer Cyclical

Tencent Holdings Ltd

1.96 107.7 Mil
Communication Services

BAE Systems PLC

1.94 106.7 Mil
Industrials

AstraZeneca PLC

1.91 104.8 Mil
Healthcare

AIA Group Ltd

1.87 102.8 Mil
Financial Services