Morningstar

Principal SmallCap Fund R-3 Class PSBMX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $29.11  /  +0.17 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis PSBMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap R3 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.

by Morningstar Automated Analysis
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Portfolio Holdings PSBMX

More PSBMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Solaris Energy Infrastructure Inc Class A

2.04 32M
Energy

Old National Bancorp

1.79 28M
Financial Services

Insmed Inc

1.71 27M
Healthcare

UMB Financial Corp

1.58 25M
Financial Services

Huron Consulting Group Inc

1.56 24M
Industrials

Tutor Perini Corp

1.52 24M
Industrials

TD Synnex Corp

1.52 24M
Technology

Adaptive Biotechnologies Corp

1.51 24M
Healthcare

Patterson-UTI Energy Inc

1.51 24M
Energy

Advanced Energy Industries Inc

1.50 23M
Industrials

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