Nasdaq - Delayed Quote USD

Principal Global Emerging Markets Fund (PEPSX)

26.24 -0.10 (-0.38%)
At close: 8:00 PM EST
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DELL
  • Previous Close 26.34
  • YTD Return 9.33%
  • Expense Ratio 1.34%
  • Category Diversified Emerging Mkts
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.42B
  • Beta (5Y Monthly) 0.92
  • Yield 1.65%
  • 5y Average Return --
  • Holdings Turnover 32.40%
  • Last Dividend 0.44
  • Inception Date Mar 1, 2001

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The fund's managers consider “emerging market” to mean any market that is considered to be an emerging market by the international financial community (including the MSCI Emerging Markets Index or Bloomberg Emerging Markets USD Aggregate Bond Index). It invests in equity securities regardless of market capitalization (small, medium or large) and style (growth or value).

Principal Funds

Fund Family

Diversified Emerging Mkts

Fund Category

2.42B

Net Assets

2001-03-01

Inception Date

Performance Overview: PEPSX

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Trailing returns as of 11/20/2024. Category is Diversified Emerging Mkts.

YTD Return

PEPSX
9.33%
Category
8.73%
 

1-Year Return

PEPSX
20.81%
Category
41.79%
 

3-Year Return

PEPSX
2.20%
Category
11.48%
 

5-Year Return

PEPSX
4.23%
Category
12.18%
 

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Holdings: PEPSX

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Top 10 Holdings (38.07% of Total Assets)

SymbolCompany% Assets
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 10.51%
0700.HK
TENCENT 6.06%
9988.HK
Alibaba Group Holding Limited 3.53%
005930.KS
Samsung Electronics Co., Ltd. 3.38%
PGWXX
PGWXX 3.36%
9618.HK
JD.com, Inc. 3.08%
ICICIBANK.NS
ICICI Bank Limited 2.38%
VOLTAS.NS
Voltas Limited 2.03%
BAJAJ-AUTO.BO
Bajaj Auto Limited 1.89%
1299.HK
AIA 1.85%

Sector Weightings

SectorPEPSX
Technology   24.69%
Industrials   8.36%
Energy   3.56%
Utilities   2.30%
Healthcare   2.22%
Real Estate   1.15%

Recent News: PEPSX

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Research Reports: PEPSX

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