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Principal SmallCap R5 PSBPX

Quantitative rating as of
  • NAV / 1-Day Return 25.73  /  0.70 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.05%
  • Turnover 19%

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 Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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