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Morningstar

Principal International I R1 PPISX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.81  /  +0.22 %
  • Total Assets 305.5 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 2.12%
  • Turnover 66%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PPISX

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

  • People Pillar

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

Weakness in Principal International I R1's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PPISX

More PPISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.95 9.4 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.88 9.2 Mil
Technology

Banco Bilbao Vizcaya Argentaria SA

1.94 6.2 Mil
Financial Services

Publicis Groupe SA

1.75 5.6 Mil
Communication Services

Mitsubishi UFJ Financial Group Inc

1.65 5.3 Mil
Financial Services

Tokio Marine Holdings Inc

1.59 5.1 Mil
Financial Services

ASML Holding NV

1.46 4.7 Mil
Technology

3i Group Ord

1.36 4.3 Mil
Financial Services

Kia Corp

1.27 4.0 Mil
Consumer Cyclical

Toyota Motor Corp

1.25 4.0 Mil
Consumer Cyclical