PLGJX – Fund Analysis – Principal LargeCap Growth I J | Morningstar

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Will PLGJX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLGJX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Recent challenges don’t diminish its long-term appeal.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.

by Tony Thomas

Rated on Jan 3, 2024 Published on Jan 3, 2024

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