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The investment seeks to provide long-term growth of capital. The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value (i.e., the value of the business if it was sold), have a competitive advantage, and/or that have barriers to entry in their respective industries.
Morningstar Style Box™
as of 04/30/2025 What's this?
Overall Morningstar Star Rating™
as of 05/31/2025 What's this?
Out of 1257 Large Blend Funds
Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Expenses
as of 06/30/2025
Total Investment Expense - Gross:
0.45%
Total Investment Expense - Net:
0.45%
Inv Manager or Sub-Advisor
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Principal Global Investors
Portfolio Managers
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Daniel R. Coleman Since 05/19/2010 M.B.A. , New York University
Theodore Jayne , CFA Since 09/30/2015 B.A. , Harvard University
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