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.
Principal SmallCap Growth Fund I Class R-6 PCSMX
- NAV / 1-Day Return 18.94 / +1.28 %
- Total Assets 2.5B
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.840%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 70%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:10 AM GMT+0
Morningstar’s Analysis PCSMX
Will PCSMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 2.90 | 68M | Industrials |
Principal Government Money Market R-6 | 2.78 | 65M | — |
Credo Technology Group Holding Ltd | 1.77 | 41M | Technology |
Modine Manufacturing Co | 1.64 | 39M | Consumer Cyclical |
Fabrinet | 1.61 | 38M | Technology |
TTM Technologies Inc | 1.44 | 34M | Technology |
Guardant Health Inc | 1.40 | 33M | Healthcare |
SiTime Corp Ordinary Shares | 1.31 | 31M | Technology |
ESCO Technologies Inc | 1.15 | 27M | Technology |
SPX Technologies Inc | 1.14 | 27M | Industrials |
United States