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Principal SmallCap J PSBJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 23.12  /  −0.22 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 29%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis PSBJX

Will PSBJX 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 J's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PSBJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.23 35.6 Mil

Super Micro Computer Inc

2.10 33.4 Mil
Technology

Modine Manufacturing Co

1.92 30.6 Mil
Consumer Cyclical

Natera Inc

1.75 27.8 Mil
Healthcare

Taylor Morrison Home Corp

1.65 26.4 Mil
Consumer Cyclical

Pebblebrook Hotel Trust

1.38 22.1 Mil
Real Estate

Parsons Corp

1.36 21.7 Mil
Technology

Atkore Inc

1.34 21.4 Mil
Industrials

First Industrial Realty Trust Inc

1.33 21.3 Mil
Real Estate

Performance Food Group Co

1.30 20.8 Mil
Consumer Defensive