Morningstar

Principal Edge MidCap R6 PEDMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.55  /  +0.15 %
  • Total Assets 77.8 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.25%
  • Turnover 11%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PEDMX

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

  • People Pillar

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

Principal Edge MidCap R6’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PEDMX

More PEDMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Avery Dennison Corp

3.16 2.4 Mil
Consumer Cyclical

Hamilton Lane Inc Class A

3.04 2.4 Mil
Financial Services

Steris PLC

3.03 2.3 Mil
Healthcare

Fidelity National Financial Inc

3.02 2.3 Mil
Financial Services

Universal Health Services Inc Class B

3.02 2.3 Mil
Healthcare

Tractor Supply Co

3.02 2.3 Mil
Consumer Cyclical

Morningstar Inc

2.91 2.2 Mil
Financial Services

Alliant Energy Corp

2.90 2.2 Mil
Utilities

Fair Isaac Corp

2.89 2.2 Mil
Technology

Lennox International Inc

2.87 2.2 Mil
Industrials

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