Principal LargeCap Growth I’s sensible construction makes it attractive for long-term investors. The strategy’s cheaper R6 and Institutional share classes earn Morningstar Analyst Ratings of Silver, while the rest are rated Bronze.
Will PPUPX 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 PPUPX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of PPUPX’s parent organization’s priorities and whether they’re in line with investors’ interests.