Principal SmallCap Value II R5's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 11.32 / 1.31 %
- Total Assets 1.2 Bil
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Adj. Expense Ratio
- Expense Ratio 1.180%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.53%
- Turnover 55%
Morningstar’s Analysis PLARX
Will PLARX outperform in future?
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