Morningstar

Principal SmallCap Growth Fund I Class R-6 PCSMX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $16.60  /  −0.48 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.870%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis PCSMX

Will PCSMX 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 PCSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCSMX 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 PCSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap Growth I R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCSMX

More PCSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

1.64 38M
—

Oceaneering International Inc

1.24 29M
Energy

Guardant Health Inc

1.12 26M
Healthcare

Cohu Inc

1.11 26M
Technology

BrightSpring Health Services Inc

1.07 25M
Healthcare

Plexus Corp

1.07 25M
Technology

ESCO Technologies Inc

1.04 24M
Technology

Semtech Corp

1.03 24M
Technology

Travere Therapeutics Inc Ordinary Shares

1.01 24M
Healthcare

MaxLinear Inc

1.01 23M
Technology

Sponsor Center