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Principal SmallCap Value II R3 PJARX Fund Analysis

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Morningstar’s Analysis PJARX

Will PJARX outperform in future?

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

Strength in Principal SmallCap Value II R3's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research


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

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