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Morningstar

Principal SmallCap A PLLAX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.34  /  +1.11 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.15%
  • Turnover 29%

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

Morningstar’s Analysis PLLAX

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

  • People Pillar

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

A strong management team and sound investment process underpin Principal SmallCap A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLLAX

More PLLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Insmed Inc

2.38 37.3 Mil
Healthcare

Chart Industries Inc

1.75 27.5 Mil
Industrials

Taylor Morrison Home Corp

1.72 27.1 Mil
Consumer Cyclical

Modine Manufacturing Co

1.70 26.7 Mil
Consumer Cyclical

Super Micro Computer Inc

1.64 25.8 Mil
Technology

Natera Inc

1.46 22.9 Mil
Healthcare

Parsons Corp

1.44 22.6 Mil
Technology

Atkore Inc

1.39 21.9 Mil
Industrials

Popular Inc

1.38 21.7 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

1.37 21.4 Mil
Consumer Defensive