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Principal SmallCap Inst PSLIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 29.04  /  +1.82 %
  • Total Assets 1.6 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 0.39%
  • Turnover 29%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 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.

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 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
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.23 35.6 Mil

Super Micro Computer Inc

2.10 33.4 Mil
Technology

Modine Manufacturing Co

1.92 30.6 Mil
Consumer Cyclical

Natera Inc

1.75 27.8 Mil
Healthcare

Taylor Morrison Home Corp

1.65 26.4 Mil
Consumer Cyclical

Pebblebrook Hotel Trust

1.38 22.1 Mil
Real Estate

Parsons Corp

1.36 21.7 Mil
Technology

Atkore Inc

1.34 21.4 Mil
Industrials

First Industrial Realty Trust Inc

1.33 21.3 Mil
Real Estate

Performance Food Group Co

1.30 20.8 Mil
Consumer Defensive