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Morningstar

Principal SmallCap R3 PSBMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 23.92  /  −0.46 %
  • Total Assets 1.5 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 0.04%
  • Turnover 29%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.47 40.8 Mil
Technology

Taylor Morrison Home Corp

1.78 29.5 Mil
Consumer Cyclical

Modine Manufacturing Co

1.55 25.6 Mil
Consumer Cyclical

Atkore Inc

1.45 24.0 Mil
Industrials

Natera Inc

1.44 23.9 Mil
Healthcare

Parsons Corp

1.35 22.3 Mil
Technology

Chart Industries Inc

1.32 21.9 Mil
Industrials

Pebblebrook Hotel Trust

1.30 21.5 Mil
Real Estate

Wintrust Financial Corp

1.30 21.4 Mil
Financial Services

Dycom Industries Inc

1.29 21.3 Mil
Industrials