Morningstar

Principal SmallCap Fund R-3 Class PSBMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 29.55  /  +0.58 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:10 AM GMT+0

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 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Old National Bancorp

1.77 30M
Financial Services

Insmed Inc

1.73 29M
Healthcare

JFrog Ltd Ordinary Shares

1.73 29M
Technology

Huron Consulting Group Inc

1.67 28M
Industrials

Patterson-UTI Energy Inc

1.66 28M
Energy

Natera Inc

1.65 28M
Healthcare

UMB Financial Corp

1.64 28M
Financial Services

Solaris Energy Infrastructure Inc Class A

1.57 27M
Energy

Tutor Perini Corp

1.55 26M
Industrials

Southwest Gas Holdings Inc

1.51 25M
Utilities

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