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Principal SmallCap R5 PSBPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.64  /  −1.44 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.25%
  • Turnover 29%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 11:05 PM GMT+0

Morningstar’s Analysis PSBPX

Will PSBPX 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 R5'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 PSBPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.29 34.7 Mil
Technology

Taylor Morrison Home Corp

1.75 26.5 Mil
Consumer Cyclical

Modine Manufacturing Co

1.64 24.9 Mil
Consumer Cyclical

Natera Inc

1.60 24.3 Mil
Healthcare

Atkore Inc

1.46 22.1 Mil
Industrials

Parsons Corp

1.39 21.1 Mil
Technology

Stifel Financial Corp

1.38 20.8 Mil
Financial Services

Dycom Industries Inc

1.37 20.8 Mil
Industrials

Popular Inc

1.34 20.3 Mil
Financial Services

Pebblebrook Hotel Trust

1.34 20.2 Mil
Real Estate