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Principal Diversified Intl R5 PINPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.49  /  0.00
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.74%
  • Turnover 57%

Morningstar’s Analysis PINPX

Will PINPX outperform in future?

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

A sound investment process and strong management team underpin Principal Diversified Intl R5's Morningstar Medalist Rating of Bronze.

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-highest quintile among peers.

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Portfolio Holdings PINPX

  • Current Portfolio Date
  • Equity Holdings 143
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.64
132,288,008
Healthcare
2.38
119,486,336
Technology

3i Group Ord

2.12
106,310,378
Financial Services
2.08
104,509,007
Technology
1.98
99,156,443
Healthcare
1.83
91,796,280
Consumer Cyclical
1.77
88,930,878
Consumer Defensive

Principal Government Money Market R-6

1.62
81,087,415
1.57
78,954,594
Energy