A restocked team and an orderly approach earn Principal Small-MidCap Dividend Income a Morningstar Analyst Rating of Bronze for three share classes; the pricier C shares are rated Neutral.
Principal Small-MidCap Dividend Inc Inst PMDIX
NAV / 1-Day Return
16.92
/
2.05
%
Total Assets
1.1 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
11.18
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.20%
Turnover
75%
Morningstar’s Fund Analysis PMDIX
Will PMDIX 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 PMDIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PMDIX 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 PMDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still poised to deliver.
