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Principal Diversified Real Asset Instl (PDRDX)

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12.16+0.03 (+0.25%)
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Principal Diversified Real Asset Instl

Principal Financial Group

711 High Street

Des Moines, IA 50392

Management information
Kelly S. Grossman,Lead manager since 15 March 2010
Kelly A. Grossman joined the Principal Financial Group in 1991. She is a Senior Product Manager at Principal and a member of the Principal Funds Investment Committee. Ms. Grossman earned a B.A. in Mathematics and Computer Science from the University of Northern Iowa. She is a fellow of the Society of Actuaries and a member of the American Academy of Actuaries.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Allocation
Fund familyPrincipal Funds
Net assets4.41B
YTD return0.91%
Morningstar rating★★★
Inception date15 Mar 2010

Fund operations

Last dividend0.06
Last cap gain0.00
Holdings turnover70.00%
Average for categoryN/A

Fees and expenses

ExpensePDRDXCategory average
Annual report expense ratio (net)0.84%1.00%
Prospectus net expense ratio0.84%N/A
Prospectus gross expense ratio0.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection290N/A
5-yr expense projection510N/A
10-yr expense projection1,146N/A