Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Dean L. Boebinger


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Principal Intl Emerging Markets R5 Fund (PEPSX)

In-depth Analysis of Principal Intl Emerging Markets R5 Fund (PEPSX)

Mutual fund chart: Principal Intl Emerging Markets R5 Fund (PEPSX)

3 months
6 months
1 year
3 year
5 year

See Principal Intl Emerging Markets R5 Fund (PEPSX) performance details as of January 31, 2010

  

    Last Trade: $22.70 on 3/19/2010, Change: -0.15 (-0.66%)

  

Fund Manager - Michael L. Reynal

Fund Manager Tenure: 9.1 years   [Similar Funds: PEASX  PESSX ]
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Reynal joined Principal in 2001, specializing in emerging markets portfolios. Prior to joining Principal, he was responsible for equity investments in Latin America, the Mediterranean and the Balkans while at Wafra Investment Advisory Group, Inc. in New York. Reynal also spent four years with Paribas Capital Markets in New York as the head of the equity trading desk, and three years with Barclays do Zoete Weed in London, focusing on Latin American equity trading.  Get more insights on Michael L. Reynal

  

What we like about Principal Intl Emerging Markets R5 Fund (PEPSX) What we like about Principal Intl Emerging Markets R5 Fund (PEPSX)

Data for Principal Intl Emerging Markets R5 Fund (PEPSX) as of January 31, 2010

  • Principal Intl Emerging Markets R5 Fund (PEPSX) management has been with Principal Intl Emerging Markets R5 Fund for 9.1 years
  • Principal Intl Emerging Markets R5 Fund (PEPSX) has good Long-term performance (5-year return 13.02% vs 11.75% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R5 Fund (PEPSX) ratio of up-years vs down years is greater than 2
  • Principal Intl Emerging Markets R5 Fund (PEPSX) has a Morningstar rating of 4 and above
  • Principal Intl Emerging Markets R5 Fund (PEPSX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.13, lower than category average of 33.23
  • Principal Intl Emerging Markets R5 Fund (PEPSX) has a lower management fee than its Diversified Emerging Mkts average: 1.52% vs 1.76%
  • Principal Intl Emerging Markets R5 Fund (PEPSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Principal Intl Emerging Markets R5 Fund (PEPSX) What we are cautious about Principal Intl Emerging Markets R5 Fund (PEPSX)

Data for Principal Intl Emerging Markets R5 Fund (PEPSX) as of January 31, 2010

  • Principal Intl Emerging Markets R5 Fund (PEPSX) has a less-than-ideal short-term performance (1-year return 68.76% vs 78.02% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R5 Fund (PEPSX) has a less-than-ideal mid-term performance (3-year return -0.01% vs 0.16% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R5 Fund (PEPSX) is less safe compared to its Diversified Emerging Mkts peers
  • Principal Intl Emerging Markets R5 Fund (PEPSX) has an annual stock turnover rate of 133.40% that is higher than the Diversified Emerging Mkts average of 85.71%. This could mean Principal Intl Emerging Markets R5 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal Intl Emerging Markets R5 Fund (PEPSX) does not have a good risk adjusted return as its 3-year Alpha of 12.59 is worse than category average of 12.91, and its 3-year Sharpe ratio is 0.11
See Principal Intl Emerging Markets R5 Fund (PEPSX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Diversified Emerging Mkts category?

Below are some additional Diversified Emerging Mkts mutual funds generated out of our database

  

Principal Intl Emerging Markets R5 Fund (PEPSX) Net Asset

Track net asset change of Principal Intl Emerging Markets R5 fund (PEPSX)

DateNet Asset
01/2010$38.52M
11/2009$37.01M
10/2009$33.86M
More historic net asset information on Principal Intl Emerging Markets R5 Fund (PEPSX)

  

Principal Intl Emerging Markets R5 Fund (PEPSX) Portfolio Allocation

Track portfolio allocation change of Principal Intl Emerging Markets R5 fund (PEPSX)

DateCashStockBondOther
09/20091.34%96.96%0%1.71%
08/20091.67%96.71%0%1.62%
07/20091.29%96.83%0%1.88%
Click here to see more historic asset allocation information on Principal Intl Emerging Markets R5 Fund (PEPSX)

  

Most Recent Top 10 Holdings in Principal Intl Emerging Markets R5 Fund (PEPSX)

Discover what Principal Intl Emerging Markets R5 Fund (PEPSX) manager is buying

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%]

31-Jul-09
PETROLEO BRASILEIRO [4.22%]
Samsung Electronics [3.26%]
Vale [2.19%]
Bank of China Ltd [2.03%]
China Construction Bank Corporation [1.99%]
AMERICA MOVIL, S.A.B [1.96%]
Taiwan Semiconductor Manufacturing [1.75%]
China Mobile Ltd. [1.64%]
Itau Unibanco Banco Multiplo [1.46%]
Gazprom OAO (EDR) [1.33%]
Click here for Stock Holding Change Map in Principal Intl Emerging Markets R5 Fund (PEPSX)

  

Related books and products to Principal Intl Emerging Markets R5 Fund (PEPSX)

  

Latest News on Principal Intl Emerging Markets R5 (PEPSX)

See what is happening with Principal Intl Emerging Markets R5 Fund (PEPSX)

 

Books and Resources

 

 

See more information on Principal Intl Emerging Markets R5 Fund (PEPSX)