Nasdaq - Delayed Quote USD

Principal Overseas Instl (PINZX)

11.09
+0.06
+(0.54%)
As of 8:06:58 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 20.15%
5y Average Return 13.60%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Jun 6, 2025) 25.59%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 25.59%
Worst 3Y Total Return -2.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PINZX
Category
YTD
18.63%
11.56%
1-Month
5.12%
-2.20%
3-Month
8.04%
4.11%
1-Year
13.99%
35.63%
3-Year
12.20%
5.74%
5-Year
15.52%
8.25%
10-Year
6.18%
4.29%
Last Bull Market
3.47%
13.65%
Last Bear Market
-8.68%
-23.43%

Annual Total Return (%) History

Year
PINZX
Category
2025
--
--
2024
1.14%
--
2023
22.61%
--
2022
-4.89%
--
2021
11.19%
--
2020
4.08%
0.88%
2019
20.83%
17.80%
2018
-17.86%
-15.44%

2017
25.59%
22.08%
2016
1.61%
3.34%
2015
-4.79%
-3.10%
2014
-5.41%
-6.32%
2013
21.70%
20.81%
2012
20.05%
16.21%
2011
-11.45%
-12.77%
2010
7.91%
7.48%
2009
26.88%
30.33%
2008
--
-42.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 10.68% -- -- --
2024 1.50% -0.18% 9.35% -8.71%
2023 11.46% 4.17% -3.26% 9.16%
2022 -0.47% -8.68% -13.27% 20.66%
2021 8.02% 3.08% -1.76% 1.64%
2020 -31.40% 19.39% 3.30% 23.03%
2019 10.08% 1.28% -1.79% 10.36%
2018 -2.19% -2.33% 0.55% -14.50%
2017 8.20% 5.22% 6.36% 3.72%
2016 -3.08% -2.19% 6.04% 1.08%

2015 3.11% 1.13% -10.99% 2.58%
2014 1.11% 3.20% -4.57% -5.01%
2013 1.36% 0.86% 11.01% 7.24%
2012 12.66% -6.98% 7.29% 6.78%
2011 5.35% 1.34% -21.11% 5.13%
2010 1.40% -14.80% 18.02% 5.83%
2009 -15.66% 22.88% 21.69% 0.61%
2008 -11.71% -- -- --

Rank in Category (By Total Return)

YTD 50
1-Month 33
3-Month 82
1-Year 67
3-Year 39
5-Year 15

Load Adjusted Returns

1-Year 13.99%
3-Year 12.20%
5-Year 15.52%
10-Year 6.18%

Performance & Risk

YTD Return 20.15%
5y Average Return 13.60%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Principal Funds
Net Assets 1.27B
YTD Return 18.63%
Yield 4.25%
Morningstar Rating
Inception Date Mar 01, 2012

Fund Summary

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.

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