Principal Small-MidCap Dividend Income's veteran team and well-defined process earn the strategy's cheaper share classes a Morningstar Analyst Rating of Bronze, while its pricier shares are rated Neutral.
Will PMDHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMDHX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PMDHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PMDHX’s parent organization’s priorities and whether they’re in line with investors’ interests.