Morningstar

Principal SmallCap Fund R-5 Class PSBPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 35.17  /  −0.11 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.03%
  • Turnover 31%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:12 AM GMT+0

Morningstar’s Analysis PSBPX

Will PSBPX 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 PSBPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSBPX 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 PSBPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal SmallCap R5 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSBPX

More PSBPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

2.56 55M
Technology

Modine Manufacturing Co

1.96 42M
Consumer Cyclical

Dycom Industries Inc

1.84 39M
Industrials

JFrog Ltd Ordinary Shares

1.76 38M
Technology

SiTime Corp Ordinary Shares

1.71 37M
Technology

EnerSys

1.69 36M
Industrials

Advanced Energy Industries Inc

1.65 35M
Industrials

Old National Bancorp

1.65 35M
Financial Services

Allegro Microsystems Inc Ordinary Shares

1.58 34M
Technology

Cytokinetics Inc

1.52 32M
Healthcare

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