Principal SmallCap Fund Class A PLLAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$30.42  /  −0.13%
  • Fund Size$1.4B
  • Adjusted Expense Ratio1.110%
  • Net Expense Ratio1.110%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio31%

Morningstar’s Analysis PLLAX

Will PLLAX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings PLLAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Solaris Energy Infrastructure Inc Class A

2.0432M
Energy

Old National Bancorp

1.7928M
Financial Services

Insmed Inc

1.7127M
Healthcare

UMB Financial Corp

1.5825M
Financial Services

Huron Consulting Group Inc

1.5624M
Industrials

Tutor Perini Corp

1.5224M
Industrials

TD Synnex Corp

1.5224M
Technology

Adaptive Biotechnologies Corp

1.5124M
Healthcare

Patterson-UTI Energy Inc

1.5124M
Energy

Advanced Energy Industries Inc

1.5023M
Industrials

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