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Principal SmallCap R4 PSBSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 27.18  /  +0.74 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.13%
  • Turnover 29%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PSBSX

Will PSBSX 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 R4'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 second-highest quintile among peers.

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Portfolio Holdings PSBSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.03 32.6 Mil
Technology

Insmed Inc

1.90 30.7 Mil
Healthcare

Natera Inc

1.78 28.7 Mil
Healthcare

Taylor Morrison Home Corp

1.75 28.2 Mil
Consumer Cyclical

Dycom Industries Inc

1.70 27.5 Mil
Industrials

Modine Manufacturing Co

1.67 26.9 Mil
Consumer Cyclical

Verra Mobility Corp Class A

1.39 22.5 Mil
Industrials

Popular Inc

1.36 21.9 Mil
Financial Services

Stifel Financial Corp

1.35 21.7 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

1.33 21.5 Mil
Consumer Defensive