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Principal SmallCap C PSMCX

Quantitative rating as of
  • NAV / 1-Day Return 19.68  /  0.25 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    2.000%
  • 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.

Summary

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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.

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