A strong management team and sound investment process underpin Principal SmallCap C's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 19.68 / 0.25 %
- Total Assets 1.2 Bil
Adj. Expense Ratio
- Expense Ratio 1.960%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 19%
Morningstar’s Analysis PSMCX
Will PSMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.