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Morningstar

Principal LargeCap Growth I Instl PLGIX

Morningstar Analyst Rating
Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.50  /  1.43 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

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

Morningstar’s Analysis PLGIX

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

People Pillar

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

Still worthy.

Associate Director

Summary

| by Tony Thomas

Although it came very close to uncharted territory in 2022, Principal LargeCap Growth I’s capable subadvisors and their fine approaches to growth stocks keep its Morningstar Analyst Rating at Silver for the institutional and R6 share classes and Bronze for the rest.

Unlock our full analysis with Morningstar Investor