PJARX – Principal SmallCap Value II R3 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PPVIX	Principal SmallCap Value Fund II Institutional Class	Institutional	Open			Jun 1, 2004	$146.59M	0.940%	Average	$0	−$26.48M
PLARX	Principal SmallCap Value Fund II R-5 Class	Retirement, Large	Open			Jun 1, 2004	$7.23M	1.140%	High	$0	−$2.08M
PSMVX	Principal SmallCap Value Fund II Class R-6	Retirement, Large	Open			Nov 25, 2014	$1.01B	0.890%	Above Average	$0	−$79.48M
PJARX	Principal SmallCap Value Fund II R-3 Class	Retirement, Medium	Open			Jun 1, 2004	$6.24M	1.450%	Average	$0	−$38,234.53
PSMJX	Principal SmallCap Value Fund II Class J	Retirement, Medium	Open			Mar 2, 2009	$21.30M	1.210%	Below Average	$1,000	−$710,160.74

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