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Principal SmallCap Inst PSLIX

Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 26.91  /  1.25 %
  • Total Assets 1.3 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 0
  • Status Open
  • TTM Yield 0.17%
  • Turnover 19%

Morningstar’s Analysis PSLIX

Will PSLIX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Principal SmallCap Inst's Morningstar Quantitative Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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