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Morningstar

Principal Diversified Intl A PRWLX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.79  /  0.08 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.55%
  • Turnover 57%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 7:57 AM GMT+0

Morningstar’s Analysis PRWLX

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

People Pillar

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

Strength in Principal Diversified Intl A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PRWLX

More PRWLX Holdings
  • Current Portfolio Date
  • Equity Holdings 133
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.89
129,345,689
Healthcare

Samsung Electronics Co Ltd

2.64
118,382,678
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.55
114,254,856
Technology

3i Group Ord

2.08
93,117,465
Financial Services

AstraZeneca PLC

2.02
90,591,486
Healthcare

ASML Holding NV

1.99
89,274,821
Technology

Shell PLC

1.85
83,061,966
Energy

Alimentation Couche-Tard Inc

1.72
76,923,970
Consumer Cyclical

Nestle SA

1.67
74,738,745
Consumer Defensive

LVMH Moet Hennessy Louis Vuitton SE

1.62
72,726,395
Consumer Cyclical