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Principal SmallCap Growth I R3 PPNMX

Quantitative rating as of
  • NAV / 1-Day Return 9.69  /  0.41 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.410%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

Morningstar’s Analysis PPNMX

Will PPNMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Principal SmallCap Growth I R3's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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