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Morningstar

Principal Small-MidCap Dividend Inc Inst PMDIX

Morningstar Analyst Rating
Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.84  /  0.65 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.52%
  • Turnover 22%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:19 AM GMT+00:00

Morningstar’s Analysis PMDIX

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

People Pillar

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

Still poised to deliver.

Associate Director

Summary

| by Tony Thomas

A restocked team and an orderly approach earn Principal Small-MidCap Dividend Income a Morningstar Analyst Rating of Bronze for three share classes; the pricier C shares are rated Neutral.

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