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Morningstar

Principal LargeCap Growth I R5 PPUPX

Morningstar Analyst Rating
Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.72  /  1.78 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis PPUPX

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

People Pillar

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

Still worthy.

Associate Director

Summary

| by Tony Thomas

Although it came very close to uncharted territory in 2022, Principal LargeCap Growth I’s capable subadvisors and their fine approaches to growth stocks keep its Morningstar Analyst Rating at Silver for the institutional and R6 share classes and Bronze for the rest.

Unlock our full analysis with Morningstar Investor