Nasdaq - Delayed Quote USD

Principal Overseas Instl (PINZX)

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

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.

Principal Overseas Instl

Des Moines, IA 50392
711 High Street
(800) 986-3343

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 Operations

Last Dividend 0.51
Last Cap Gain 9.00
Holdings Turnover 48.00%
Average for Category --

Fees & Expenses

Expense PINZX Category Average
Annual Report Expense Ratio (net) 0.89% 1.03%
Prospectus Net Expense Ratio 0.89% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.24%
Max Deferred Sales Load -- 1.23%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael Messina has been with Principal® since 2022. Prior to that, Mr. Messina was a Lead Analyst for Franklin Templeton Multi-Asset Solutions since 2018. He earned a bachelor’s degree in MIS from the University of Central Florida and an M.B.A. from Nova Southeastern University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

GRHIX Goehring & Rozencwajg Resources Instl
15.01
+2.32%
 
WWWFX Kinetics Internet No Load
110.96
+2.23%
 
KINAX Kinetics Internet Adv A
99.88
+2.22%
 
KINCX Kinetics Internet Adv C
81.06
+2.22%
 
RYELX Rydex Electronics A
383.65
+1.91%
 
RYSIX Rydex Electronics Inv
423.78
+1.91%
 
RYSAX Rydex Electronics H
371.50
+1.91%
 
FSCOX Fidelity International Small Cap Opp
22.94
+1.77%
 
FOPAX Fidelity Advisor Intl Sm Cap Opps A
22.43
+1.77%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
22.02
+1.76%
 
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
22.83
+1.74%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.89
+1.73%
 
FOPCX Fidelity Advisor Intl Sm Cap Opps C
20.83
+1.71%
 
MSMLX Matthews EM Sm Coms Inv
25.17
+1.45%
 
BPTUX Baron Partners R6
199.52
+1.43%
 
BPTRX Baron Partners Retail
190.90
+1.43%
 
BPTIX Baron Partners Institutional
199.56
+1.43%
 
MISMX Matthews EM Sm Coms Instl
25.15
+1.41%
 
FSELX Fidelity Select Semiconductors
32.46
+1.31%
 
TARKX Tarkio
28.73
+1.30%
 
FELAX Fidelity Advisor Semiconductors A
83.83
+1.28%
 
FIKGX Fidelity Advisor Semiconductors Z
91.74
+1.28%
 
FELTX Fidelity Advisor Semiconductors M
77.66
+1.28%
 
FELIX Fidelity Advisor Semiconductors I
91.40
+1.27%
 
FELCX Fidelity Advisor Semiconductors C
65.34
+1.27%
 
FIQPX Fidelity Advisor Emerging Asia Z
55.48
+1.26%
 
FSEAX Fidelity Emerging Asia
54.72
+1.26%
 
FERCX Fidelity Advisor Emerging Asia C
44.41
+1.25%
 
FEATX Fidelity Advisor Emerging Asia M
50.08
+1.25%
 
FEAAX Fidelity Advisor Emerging Asia A
52.66
+1.25%
 
FERIX Fidelity Advisor Emerging Asia I
55.39
+1.24%
 
PVIVX Paradigm Micro-Cap
48.37
+1.19%
 
FKRCX Franklin Gold and Precious Metals A
29.49
+1.13%
 
FGADX Franklin Gold and Precious Metals Adv
32.40
+1.12%
 
FRGOX Franklin Gold and Precious Metals C
25.35
+1.12%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
18.13
+1.12%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
67.22
+1.11%
 
FGPMX Franklin Gold and Precious Metals R6
32.94
+1.10%
 
BIVSX Invenomic Super Institutional
17.43
+1.10%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
53.24
+1.10%
 
FPBFX Fidelity Pacific Basin
35.09
+1.09%
 
FHKCX Fidelity China Region
43.08
+1.08%
 
FHKAX Fidelity Advisor China Region A
42.44
+1.07%
 
FIQFX Fidelity Advisor China Region Z
42.72
+1.06%
 
ROFIX Royce Small-Cap Opportunity Instl
15.19
+1.06%
 
FHKIX Fidelity Advisor China Region I
42.74
+1.06%
 
AEMVX Acadian Emerging Markets Y
24.77
+1.06%
 
AEMZX Acadian Emerging Markets I
24.83
+1.06%
 
FHKTX Fidelity Advisor China Region M
42.05
+1.06%
 
AEMGX Acadian Emerging Markets Investor
24.86
+1.06%
 
FCHKX Fidelity Advisor China Region C
40.36
+1.05%
 
CMSCX Columbia Small Cap Growth Inst
28.00
+1.05%
 
CMSHX Columbia Small Cap Growth S
28.00
+1.05%
 
CSGYX Columbia Small Cap Growth Inst3
29.09
+1.04%
 
CCRIX Columbia Small Cap Growth Fund
24.26
+1.04%
 
CGOAX Columbia Small Cap Growth A
25.29
+1.04%
 
ECEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.32
0.00%
 
CGOCX Columbia Small Cap Growth C
17.67
+1.03%
 
CSCRX Columbia Small Cap Growth Inst2
28.58
+1.03%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
36.59
0.00%
 
YFSNX AMG Yacktman Global N
16.22
+1.00%
 
YFSIX AMG Yacktman Global I
16.27
+0.99%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
71.34
+0.99%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
71.46
+0.99%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
56.75
+0.98%
 
WWSAX TETON Westwood SmallCap Equity A
19.71
+0.97%
 
WWSIX TETON Westwood SmallCap Equity I
22.07
+0.96%
 
DGIFX Disciplined Growth Investors
24.18
+0.96%
 
WESCX TETON Westwood SmallCap Equity AAA
21.07
+0.96%
 
SNWIX Easterly Snow Small Cap Value I
60.18
+0.96%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
60.18
+0.96%
 
DHSIX Diamond Hill Small Cap Fund
23.24
+0.96%
 
WWSCX TETON Westwood SmallCap Equity C
15.89
+0.95%
 
DHSYX Diamond Hill Small Cap Fund
23.33
+0.95%
 
WBVRX William Blair Small Cap Value R6
27.68
+0.95%
 
WBVNX William Blair Small Cap Value N
27.70
+0.95%
 
SNWAX Easterly Snow Small Cap Value A
58.22
+0.94%
 
RYBIX Rydex Basic Materials Inv
80.46
+0.93%
 
MOWNX Moerus Worldwide Value N
19.00
+0.90%
 
MOWIX Moerus Worldwide Value Institutional
19.06
+0.90%
 
GEMEX GMO Emerging Markets I
26.12
+0.89%
 
GEMNX GMO Emerging Markets R6
26.17
+0.89%
 
WWWEX Kinetics Global No Load
17.24
+0.88%
 
PAIJX T. Rowe Price Em Mkts Discv Stk Adv
15.20
+0.86%
 
MMEYX Victory Integrity Discovery Y
45.64
+0.86%
 
MMMMX Victory Integrity Discovery Member
39.87
+0.86%
 
REVIX T. Rowe Price Em Mkts Discv Stk I
15.28
+0.86%
 
PRIJX T. Rowe Price Em Mkts Discv Stk
15.40
+0.85%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
19.16
+0.84%
 
GPMCX Grandeur Peak Global Micro Cap Instl
15.59
+0.84%
 
KGLCX Kinetics The Global Fund
15.71
+0.83%
 
BISMX Brandes International Small Cap Equity Fund
24.22
+0.83%
 
KGLAX Kinetics The Global Fund
17.09
+0.83%
 
FTMKX Fidelity Advisor Focused Em Mkts M
34.29
+0.82%
 
LFVAX Lord Abbett Focused Small Cap Value A
24.67
+0.82%
 
LMVOX Lord Abbett Focused Small Cap Value F3
27.29
+0.81%
 
LMVWX Lord Abbett Focused Small Cap Value R6
27.29
+0.81%
 
FMCKX Fidelity Advisor Focused Em Mkts C
32.26
+0.81%
 
FAMKX Fidelity Advisor Focused Em Mkts A
34.77
+0.81%
 
FZAEX Fidelity Advisor Focused Em Mkts Z
34.79
+0.81%