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Morningstar

Principal Overseas Instl PINZX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.13  /  +1.09 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.71%
  • Turnover 59%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PINZX

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

  • People Pillar

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

Strength in Principal Overseas Instl's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PINZX

More PINZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

2.25 51.9 Mil
Industrials

Enel SpA

2.04 47.1 Mil
Utilities

Samsung Electronics Co Ltd

2.01 46.4 Mil
Technology

Principal Government Money Market R-6

1.87 43.2 Mil
—

Sanofi SA

1.83 42.2 Mil
Healthcare

Akzo Nobel NV

1.81 41.8 Mil
Basic Materials

Shell PLC

1.80 41.5 Mil
Energy

Barclays PLC

1.66 38.3 Mil
Financial Services

Roche Holding AG

1.64 37.9 Mil
Healthcare

BP PLC

1.56 36.1 Mil
Energy