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.
Principal MidCap R1 PMSBX
NAV / 1-Day Return
30.71
/
1.42
%
Total Assets
21.1 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Above Average
Longest Manager Tenure
21.68
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
12%
Morningstar’s Fund Analysis PMSBX
Will PMSBX 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 PMSBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of PMSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Quietly good.
