Principal Overseas Fund

Scorecard
3 / 5 Stars
Lipper
---
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Principal Funds funds

See full Foreign Large Value rankings

See more fund rankings

Performance

The fund has returned 21.71 percent over the past year, 6.35 percent over the past three years, and 17.55 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 21.7%
3 Years (Annualized) 6.3%
5 Years (Annualized) 17.6%
10 Years (Annualized) N/A

See more PINQX performance

Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies. It invests in emerging market countries. 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.

Fees

Fees are High compared to funds in the same category.
Principal Overseas Fund has an expense ratio of 1.94 percent.

See more PINQX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more PINQX risk