Principal MidCap’s growing team and time-tested approach earn the mutual fund Morningstar Analyst Ratings of Silver or Bronze, depending on fees, while the retail separately managed account gets Silver. The strategy is closed to new investors.
Morningstar’s Fund Analysis PMSBX
Will PMSBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMSBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PMSBX 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 PMSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.