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Principal SmallCap A PLLAX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 25.21  /  +0.32 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 29%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis PLLAX

Will PLLAX outperform in future?

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

A strong management team and sound investment process underpin Principal SmallCap A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings PLLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taylor Morrison Home Corp

1.61 20.2 Mil
Consumer Cyclical

Pebblebrook Hotel Trust

1.56 19.6 Mil
Real Estate

Modine Manufacturing Co

1.55 19.5 Mil
Consumer Cyclical

Trex Co Inc

1.40 17.6 Mil
Industrials

Natera Inc

1.39 17.5 Mil
Healthcare

WESCO International Inc

1.37 17.3 Mil
Industrials

Dycom Industries Inc

1.36 17.2 Mil
Industrials

First Industrial Realty Trust Inc

1.36 17.1 Mil
Real Estate

Super Micro Computer Inc

1.33 16.8 Mil
Technology

Wintrust Financial Corp

1.31 16.5 Mil
Financial Services