Principal Diversified International continues to enjoy a personnel edge over most of its rivals and remains reasonably attractive overall. Therefore, its two cheapest share classes retain their Morningstar Analyst Ratings of Bronze; the rest stay at Neutral.
Principal Diversified Intl R3 PINRX
NAV / 1-Day Return
14.27
/
0.21
%
Total Assets
5.9 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.
1.300%
Expense Ratio
1.300%
Fee Level
Below Average
Longest Manager Tenure
18.07
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
3.01%
Turnover
49%
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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 PINRX 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 PINRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PINRX 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 PINRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Solid.
