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Morningstar

Principal SmallCap R3 PSBMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.42  /  0.62 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 19%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:02 AM GMT+0

Morningstar’s Analysis PSBMX

Will PSBMX outperform in 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.

A strong management team and sound investment process underpin Principal SmallCap R3'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSBMX

More PSBMX Holdings
  • Current Portfolio Date
  • Equity Holdings 145
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chart Industries Inc

1.67
20,622,236
Industrials

California Resources Corp Ordinary Shares - New

1.61
19,767,360
Energy

Advanced Energy Industries Inc

1.57
19,292,638
Industrials

Principal Government Money Market R-6

1.51
18,601,424
—

Pebblebrook Hotel Trust

1.49
18,293,495
Real Estate

Taylor Morrison Home Corp

1.45
17,902,980
Consumer Cyclical

ChampionX Corp

1.44
17,680,491
Energy

Modine Manufacturing Co

1.42
17,472,431
Consumer Cyclical

First Industrial Realty Trust Inc

1.36
16,695,594
Real Estate

WESCO International Inc

1.35
16,670,550
Industrials