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

Mutual Fund Insights: Principal Intl Emerging Markets R4 Fund (PESSX)

In-depth Analysis of Principal Intl Emerging Markets R4 Fund (PESSX)

Mutual fund chart: Principal Intl Emerging Markets R4 Fund (PESSX)

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See Principal Intl Emerging Markets R4 Fund (PESSX) performance details as of January 31, 2010

  

    Last Trade: $22.64 on 3/19/2010, Change: -0.15 (-0.66%)

  

Fund Manager - Michael L. Reynal

Fund Manager Tenure: 9.1 years   [Similar Funds: PEASX  PEPSX ]
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 R4 Fund (PESSX) What we like about Principal Intl Emerging Markets R4 Fund (PESSX)

Data for Principal Intl Emerging Markets R4 Fund (PESSX) as of January 31, 2010

  • Principal Intl Emerging Markets R4 Fund (PESSX) management has been with Principal Intl Emerging Markets R4 Fund for 9.1 years
  • Principal Intl Emerging Markets R4 Fund (PESSX) has good Long-term performance (5-year return 12.91% vs 11.75% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R4 Fund (PESSX) ratio of up-years vs down years is greater than 2
  • Principal Intl Emerging Markets R4 Fund (PESSX) 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 R4 Fund (PESSX) has a lower management fee than its Diversified Emerging Mkts average: 1.64% vs 1.76%

  

What we are cautious about Principal Intl Emerging Markets R4 Fund (PESSX) What we are cautious about Principal Intl Emerging Markets R4 Fund (PESSX)

Data for Principal Intl Emerging Markets R4 Fund (PESSX) as of January 31, 2010

  • Principal Intl Emerging Markets R4 Fund (PESSX) has a less-than-ideal short-term performance (1-year return 68.51% vs 78.02% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R4 Fund (PESSX) has a less-than-ideal mid-term performance (3-year return -0.12% vs 0.16% Diversified Emerging Mkts category average)
  • Principal Intl Emerging Markets R4 Fund (PESSX) has a Morningstar rating of 3 and below
  • Principal Intl Emerging Markets R4 Fund (PESSX) is less safe compared to its Diversified Emerging Mkts peers
  • Principal Intl Emerging Markets R4 Fund (PESSX) 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 R4 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal Intl Emerging Markets R4 Fund (PESSX) does not have a good risk adjusted return as its 3-year Alpha of 12.47 is worse than category average of 12.91, and its 3-year Sharpe ratio is 0.11
  • Even though Principal Intl Emerging Markets R4 Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Principal Intl Emerging Markets R4 Fund (PESSX) performance details as of January 31, 2010

  

  

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

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Principal Intl Emerging Markets R4 Fund (PESSX) Net Asset

Track net asset change of Principal Intl Emerging Markets R4 fund (PESSX)

DateNet Asset
01/2010$25.97M
11/2009$27.13M
10/2009$25.19M
More historic net asset information on Principal Intl Emerging Markets R4 Fund (PESSX)

  

Principal Intl Emerging Markets R4 Fund (PESSX) Portfolio Allocation

Track portfolio allocation change of Principal Intl Emerging Markets R4 fund (PESSX)

DateCashStockBondOther
09/20091.34%96.96%0%1.71%
08/20091.67%96.71%0%1.62%
06/20091.66%96.29%0.48%1.56%
Click here to see more historic asset allocation information on Principal Intl Emerging Markets R4 Fund (PESSX)

  

Most Recent Top 10 Holdings in Principal Intl Emerging Markets R4 Fund (PESSX)

Discover what Principal Intl Emerging Markets R4 Fund (PESSX) 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%]

30-Jun-09
PETROLEO BRASILEIRO [4.67%]
Samsung Electronics [2.91%]
Vale [2.21%]
Bank of China Ltd [2.2%]
China Construction Bank Corporation [2.16%]
AMERICA MOVIL, S.A.B [2%]
Industrial And Commercial Bank Of China Limited [1.84%]
China Mobile Ltd. [1.77%]
Taiwan Semiconductor Manufacturing [1.51%]
Gazprom OAO (EDR) [1.48%]
Click here for Stock Holding Change Map in Principal Intl Emerging Markets R4 Fund (PESSX)

  

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