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Morningstar

Principal MidCap R4 PMBSX

Morningstar Analyst Rating
Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 33.55  /  1.32 %
  • Total Assets 19.5 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis PMBSX

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

People Pillar

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

Its stars have aligned.

Associate Director

Summary

| by Tony Thomas

Principal MidCap’s excellent team and process deserve recognition. The mutual fund’s nine share classes earn upgrades to Gold or Silver (depending on the impact of fees); the retail separately managed account rises to Gold from Silver. The strategy is closed to most new investors.

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