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Morningstar

Principal SmallCap Growth I J PSIJX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PSIJX

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

People Pillar

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

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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