Mutual Funds - Profile

Principal Overseas Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The fund manages assets with the help of two sub-advisers namely Barrow, Hanley, Mewhinney & Strauss, LLC and Causeway Capital Management LLC.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities that More

Price

  • Last Close
  • $11.42
    +0.09
  • 52 Week HL
  • $11.88 - $7.97
  • Net Assets
  • $2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • James W. Fennessey
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Barrow, Hanley, Mewhinney & Strauss, LLC

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
12.2 % YTD

  • 3 Year
  • 34.47%
  • 5 Year
  • 38.37%
  • Best
  • 26.88%
    2009
  • Worst
  • -17.91%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PINZX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 8% -31.4% 10.1% -2.2% 8.2% -3.1% 3.1% 1.4% 1.4% 12.7% -
Q2 3.1% 19.4% -0.1% -1% 5.2% -2.2% 1.1% 3.2% 1.6% -8.2% -
Q3 0.8% 3.3% -2.2% 1.5% 6.4% 6% -11% -4.6% 10% 6.5% -
Q4 - 20.8% 7.1% -14.6% 3.9% 1.1% 2.6% -5% 7% 5.9% -

Returns +
M

J F M A M J J A S O N D
2021 -1.8% 7.2% 2.6% 2.2% 3.9% -2.9% -1.3% 1.2% 1% - - -
2020 -4.8% -8.7% -21.1% 8.9% 6% 3.4% 2.1% 5.6% -4.2% -4% 21.6% 3.6%

Annual Return

Index Comparison

Alpha

NAV