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Principal SmallCap Value II J PSMJX

Quantitative rating as of
  • NAV / 1-Day Return 10.72  /  1.20 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.53%
  • Turnover 55%

Morningstar’s Analysis PSMJX

Will PSMJX outperform in future?

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

Summary

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Principal SmallCap Value II J's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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