Experienced, deep, time-tested: a best-in-class core offering. The team has honed its disciplined, bottom-up, value-driven approach for more than three decades; it merits a High Process rating.

Principal SmallCap Value Fund II earns an Above Average Process Pillar rating. The leading factor in the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. While it ...