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Morningstar

Principal SmallCap Inst PSLIX

Morningstar Medalist Rating
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%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis PSLIX

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

People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSLIX

More PSLIX Holdings
  • 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
—

Civitas Resources Inc Ordinary Shares

1.46
15,448,064
Energy

Pebblebrook Hotel Trust

1.40
14,874,753
Real Estate

Performance Food Group Co

1.38
14,625,872
Consumer Defensive

Caleres Inc

1.37
14,519,208
Consumer Cyclical

Manhattan Associates Inc

1.36
14,448,018
Technology

AAR Corp

1.35
14,371,056
Industrials

Taylor Morrison Home Corp

1.35
14,347,008
Consumer Cyclical

Advanced Energy Industries Inc

1.34
14,205,928
Industrials

Agree Realty Corp

1.33
14,152,820
Real Estate