Morningstar

Principal International Small Company Fund Institutional Class PISMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.77  /  −0.78 %
  • Total Assets 316.9M
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.83%
  • Turnover 46%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PISMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal International Sml Compny Instl 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
Rated on Published on

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Portfolio Holdings PISMX

More PISMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiyo Yuden Co Ltd

2.13 8M
Technology

PLS Group Ltd

1.71 6M
Basic Materials

Fuso Chemical Co Ltd

1.46 5M
Basic Materials

IG Group Holdings PLC

1.42 5M
Financial Services

Food & Life Companies Ltd

1.42 5M
Consumer Cyclical

Mebuki Financial Group Inc

1.39 5M
Financial Services

Banca Mediolanum

1.38 5M
Financial Services

IMI PLC

1.36 5M
Industrials

NKT AS

1.34 5M
Industrials

thyssenkrupp AG

1.33 5M
Industrials

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