PMDDX – Fund Analysis – Principal Small-MidCap Dividend Inc C | Morningstar

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Will PMDDX outperform in future?

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

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Process Pillar

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

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

A reasonable option in a small niche.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Small-MidCap Dividend Income’s long-standing approach and adept crew earn Above Average Process and People ratings.

by Todd Trubey

Rated on Mar 25, 2024 Published on Mar 25, 2024

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