A sensible and stable multimanager structure and an attractive risk/reward profile support Principal LargeCap Growth I's Morningstar Analyst Ratings of Silver or Bronze depending on fees.
Principal LargeCap Growth I R5 PPUPX
NAV / 1-Day Return
23.25
/
1.75
%
Total Assets
14.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.850%
Expense Ratio
0.850%
Fee Level
High
Longest Manager Tenure
12.14
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Closed
TTM Yield
0.00%
Turnover
34%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A solid offering built around two capable subadvisors.
