Advertisement
Skip to Content
Morningstar

Principal SmallCap Inst PSLIX

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.91  /  1.25 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.17%
  • Turnover 19%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis PSLIX

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

People Pillar

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

Summary

|

A strong management team and sound investment process underpin Principal SmallCap Inst's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor