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Fund Intelligence | Best Managers | PEAPX Insights | PEAPX Score | PEAPX Performance | PEAPX Manager | PEAPX News | PEAPX Allocation | PEAPX Holdings Change

Mutual Fund Insights: Principal Intl Emerging Markets R3 Fund (PEAPX)

In-depth Analysis of Principal Intl Emerging Markets R3 Fund (PEAPX)

Mutual fund chart: Principal Intl Emerging Markets R3 Fund (PEAPX)

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See Principal Intl Emerging Markets R3 Fund (PEAPX) performance details as of February 28, 2010

  

    Last Trade: $22.48 on 3/19/2010, Change: -0.15 (-0.66%)

  

Fund Manager - Mihail Dobrinov

Fund Manager Tenure: 2.8 years   [Similar Funds: PEASX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Mihail Dobrinov is a research analyst and serves as a co-portfolio manager for Principal Global Investors. Mihail Dobrinov specializes primarily in the analysis of companies in the industrial sector. Mihail Dobrinov joined the firm as an international and emerging market debt and currency specialist in 1995 and joined the equities team in 2002. Mihail Dobrinov holds the Chartered Financial Analyst designation.  Get more insights on Mihail Dobrinov

  

What we like about Principal Intl Emerging Markets R3 Fund (PEAPX) What we like about Principal Intl Emerging Markets R3 Fund (PEAPX)

Data for Principal Intl Emerging Markets R3 Fund (PEAPX) as of February 28, 2010

  • Principal Intl Emerging Markets R3 Fund (PEAPX) has good Long-term performance (5-year return 11.12% vs 10.19 % Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R3 Fund (PEAPX) ratio of up-years vs down years is greater than 2
  • Principal Intl Emerging Markets R3 Fund (PEAPX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.1, lower than category average of 33.22

  

What we are cautious about Principal Intl Emerging Markets R3 Fund (PEAPX) What we are cautious about Principal Intl Emerging Markets R3 Fund (PEAPX)

Data for Principal Intl Emerging Markets R3 Fund (PEAPX) as of February 28, 2010

  • Principal Intl Emerging Markets R3 Fund (PEAPX) management has been with Principal Intl Emerging Markets R3 Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Principal Intl Emerging Markets R3 Fund (PEAPX) has a less-than-ideal short-term performance (1-year return 80.12% vs 89.99 % Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R3 Fund (PEAPX) has a less-than-ideal mid-term performance (3-year return 0.32% vs 0.80 % Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R3 Fund (PEAPX) has a Morningstar rating of 3 and below
  • Principal Intl Emerging Markets R3 Fund (PEAPX) is less safe compared to its Diversified Emerging Mkts peers
  • Principal Intl Emerging Markets R3 Fund (PEAPX) has an annual stock turnover rate of 133.40% that is higher than the Diversified Emerging Mkts average of 94.93%. This could mean Principal Intl Emerging Markets R3 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal Intl Emerging Markets R3 Fund (PEAPX) does not have a good risk adjusted return as its 3-year Alpha of 13.5 is worse than category average of 14.17, and its 3-year Sharpe ratio is 0.12
  • Principal Intl Emerging Markets R3 Fund (PEAPX) has a higher management fee of 1.82% than its Diversified Emerging Mkts average of 1.78%
  • Even though Principal Intl Emerging Markets R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Principal Intl Emerging Markets R3 Fund (PEAPX) performance details as of February 28, 2010

  

  

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Principal Intl Emerging Markets R3 Fund (PEAPX) Net Asset

Track net asset change of Principal Intl Emerging Markets R3 fund (PEAPX)

DateNet Asset
02/2010$1.31B
01/2010$33.94M
11/2009$34.06M
More historic net asset information on Principal Intl Emerging Markets R3 Fund (PEAPX)

  

Principal Intl Emerging Markets R3 Fund (PEAPX) Portfolio Allocation

Track portfolio allocation change of Principal Intl Emerging Markets R3 fund (PEAPX)

DateCashStockBondOther
01/20102.39%96.21%0%1.4%
09/20091.34%96.96%0%1.71%
08/20091.67%96.71%0%1.62%
Click here to see more historic asset allocation information on Principal Intl Emerging Markets R3 Fund (PEAPX)

  

Most Recent Top 10 Holdings in Principal Intl Emerging Markets R3 Fund (PEAPX)

Discover what Principal Intl Emerging Markets R3 Fund (PEAPX) manager is buying

31-Jan-10
Petroleo Brasileiro S.A.- Petro [4.19%]
Samsung Electronics Co Ltd [3.35%]
Vale SA [3.11%]
[2.1%]
America Movil, S.A.B. de C.V. A [1.96%]
[1.73%]
[1.5%]
POSCO Common Stock [1.49%]
[1.47%]
[1.39%]

30-Sep-09
PETROLEO BRASILEIRO [4.54%]
Samsung Electronics [3.58%]
Vale [2.36%]
AMERICA MOVIL, S.A.B [1.89%]
Taiwan Semiconductor Manufacturing [1.77%]
China Mobile Ltd. [1.76%]
Itau Unibanco Banco Multiplo [1.64%]
China Construction Bank Corporation [1.58%]
Hon Hai Precision Ind. Co., Ltd. [1.54%]
Bank of China Ltd [1.45%]

31-Aug-09
PETROLEO BRASILEIRO [4.06%]
Samsung Electronics [3.54%]
Vale [2.19%]
AMERICA MOVIL, S.A.B [2.16%]
China Mobile Ltd. [1.97%]
Taiwan Semiconductor Manufacturing [1.75%]
China Construction Bank Corporation [1.66%]
Itau Unibanco Banco Multiplo [1.51%]
Bank of China Ltd [1.49%]
Hon Hai Precision Ind. Co., Ltd. [1.43%]
Click here for Stock Holding Change Map in Principal Intl Emerging Markets R3 Fund (PEAPX)

  

Related books and products to Principal Intl Emerging Markets R3 Fund (PEAPX)

  

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