Principal Diversified International remains in good hands; that and its other solid characteristics help its two least-expensive share classes retain their Analyst Ratings of Bronze under Morningstar's enhanced ratings methodology, while its eight other share classes fall to Neutral.
Principal Diversified Intl R5 PINPX
NAV / 1-Day Return
15.91
/
0.38
%
Total Assets
5.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.990%
Expense Ratio
0.990%
Fee Level
High
Longest Manager Tenure
17.39
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.85%
Turnover
45%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PINPX 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 PINPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PINPX 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 PINPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still worthwhile.
