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Morningstar

Principal International I R4 PUPPX

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.76  /  0.31 %
  • Total Assets 314.8 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.47%
  • Turnover 61%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis PUPPX

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

People Pillar

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

Summary

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

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