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Principal SmallCap Growth I J PSIJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 8.53  /  1.39 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 50%

Morningstar’s Analysis PSIJX

Will PSIJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Principal SmallCap Growth I J's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

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Portfolio Holdings PSIJX

  • Current Portfolio Date
  • Equity Holdings 1171
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.79
67,416,776
1.22
29,566,742
Energy
1.18
28,539,978
Healthcare
1.14
27,454,571
Technology
1.13
27,280,734
Industrials
1.05
25,266,817
Healthcare
1.02
24,550,130
Consumer Defensive
0.98
23,638,219
Consumer Cyclical
0.94
22,749,007
Healthcare