Morningstar

Principal SmallCap Fund Class J PSBJX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return$28.58  /  −0.14%
  • Fund Size$1.4B
  • Adjusted Expense Ratio0.970%
  • Net Expense Ratio0.970%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Medium
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.12%
  • Turnover Ratio31%
NAV and 1-Day Return as of

Morningstar’s Analysis PSBJX

Will PSBJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSBJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSBJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSBJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap J holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSBJX

More PSBJX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings16.2
Top 10 Holdings
% Portfolio Weight
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