About PINZX
Principal Overseas Fund Institutional Class is a mutual fund focused on long-term capital growth by investing primarily in value-oriented equity securities of companies based outside the United States. The fund employs a disciplined value investment strategy, emphasizing the purchase of stocks that appear to be undervalued relative to their intrinsic worth. Its portfolio is broadly diversified across developed and emerging markets, holding equities from small, medium, and large-cap firms. The fund benchmarks its performance against the MSCI EAFE Value Index, aiming to capture opportunities across international markets while managing risks such as currency fluctuations and varying economic conditions. With a team of experienced portfolio managers, the fund maintains exposure to sectors including financial services, industrials, technology, utilities, and basic materials. By allocating at least 80% of its assets to non-U.S. equities, the Principal Overseas Fund Institutional Class serves investors seeking international diversification and potential for long-term appreciation through value investing in overseas markets.
Fund Family Principal Funds
Category Foreign Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PINZX
Share Class Institutional Class
Index MSCI EAFE Value NR USD
PINZX had a total return of 31.78% in the past year, including dividends.
Since the fund's inception, the average annual return has been 8.01%.
