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Principal SmallCap Value II R5 PLARX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.32  /  1.31 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.180%
  • 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?

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

Summary

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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.

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