Skip to Content

Principal Diversified Real Asset A PRDAX

Analyst rating as of
NAV / 1-Day Return
13.65  /  0.29 %
Total Assets
4.5 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
11.61 years
Category
World Allocation
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.80%
Turnover
85%
Premium

Morningstar’s Analysis

Will PRDAX outperform in future?

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

Strays from its real asset mandate.

Senior Analyst

Summary

| |

Principal Diversified Real Asset offers investors unique exposure to nine assets that have varying sensitivity to inflation, but the team’s broad-based approach leads to a portfolio that hasn’t delivered on its stated real return target. This holds its Morningstar Analyst Rating at Neutral for all share classes.

Unlock our full analysis with Morningstar Premium