Nasdaq - Delayed Quote USD

Principal Overseas Instl (PINZX)

11.03
+0.04
+(0.36%)
At close: June 6 at 8:01:58 PM EDT
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  • Previous Close 10.99
  • YTD Return 18.63%
  • Expense Ratio 0.89%
  • Category Foreign Large Value
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.27B
  • Beta (5Y Monthly) 1.05
  • Yield 4.25%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.51
  • Inception Date Mar 1, 2012

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that are tied economically to countries outside the U.S. at the time of purchase. It invests in emerging market securities. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. It invests in equity securities of small, medium, and large market capitalization companies.

Principal Funds

Fund Family

Foreign Large Value

Fund Category

1.27B

Net Assets

2012-03-01

Inception Date

Performance Overview: PINZX

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Trailing returns as of 6/6/2025. Category is Foreign Large Value.

YTD Return

PINZX
18.63%
Category
11.56%
 

1-Year Return

PINZX
13.99%
Category
35.63%
 

3-Year Return

PINZX
12.20%
Category
5.74%
 

5-Year Return

PINZX
15.52%
Category
8.25%
 

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Holdings: PINZX

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Sector Weightings

SectorPINZX
Industrials   19.08%
Healthcare   11.02%
Technology   10.17%
Utilities   5.66%
Energy   4.72%
Real Estate   1.38%

Recent News: PINZX

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Research Reports: PINZX

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