A sound subadvisor pairing and an attractive risk/reward profile earn Principal LargeCap Growth I's cheapest share classes a Morningstar Analyst Rating of Silver, and Bronze for the others.
Will PPUMX 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 PPUMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PPUMX 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 PPUMX’s parent organization’s priorities and whether they’re in line with investors’ interests.