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Principal SmallCap Inst PSLIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.04  /  2.60 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.18%
  • Turnover 19%

Morningstar’s Analysis PSLIX

Will PSLIX 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 Inst's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings PSLIX

  • Current Portfolio Date
  • Equity Holdings 139
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.56
27,136,552

Pebblebrook Hotel Trust

1.40
14,874,753
Real Estate
1.38
14,625,872
Consumer Defensive
1.37
14,519,208
Consumer Cyclical
1.36
14,448,018
Technology
1.35
14,371,056
Industrials
1.35
14,347,008
Consumer Cyclical
1.34
14,205,928
Industrials

Agree Realty Corp

1.33
14,152,820
Real Estate