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Principal International I R4 PUPPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.17  /  +1.36 %
  • Total Assets 314.8 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 2.38%
  • Turnover 66%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis PUPPX

Will PUPPX outperform in future?

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

Weakness in Principal International I R4's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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-costliest quintile among peers.

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Portfolio Holdings PUPPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.77 8.4 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.54 7.7 Mil
Technology

Publicis Groupe SA

1.69 5.1 Mil
Communication Services

Banco Bilbao Vizcaya Argentaria SA

1.61 4.9 Mil
Financial Services

Mitsubishi UFJ Financial Group Inc

1.61 4.9 Mil
Financial Services

L'Oreal SA

1.47 4.5 Mil
Consumer Defensive

Tokio Marine Holdings Inc

1.41 4.2 Mil
Financial Services

ASML Holding NV

1.38 4.2 Mil
Technology

PDD Holdings Inc ADR

1.34 4.0 Mil
Consumer Cyclical

3i Group Ord

1.27 3.8 Mil
Financial Services