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Principal SmallCap Growth I J PSIJX

Quantitative rating as of
  • NAV / 1-Day Return 7.69  /  0.13 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.100%
  • 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 0.00
  • Turnover 51%

Morningstar’s Analysis PSIJX

Will PSIJX outperform in future?

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

Summary

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Principal SmallCap Growth I J’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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