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Nasdaq - Delayed Quote USD

Principal SmallCap Growth Fund I (PCSMX)

13.20
+0.10
+(0.76%)
At close: 8:06:57 AM EDT
Loading Chart for PCSMX
  • Previous Close 13.10
  • YTD Return -11.14%
  • Expense Ratio 0.87%
  • Category Small Growth
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.88B
  • Beta (5Y Monthly) 1.14
  • Yield 0.68%
  • 5y Average Return --
  • Holdings Turnover 61.20%
  • Last Dividend 0.10
  • Inception Date Nov 25, 2014

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with small market capitalizations. The fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

Principal Funds

Fund Family

Small Growth

Fund Category

1.88B

Net Assets

2014-11-25

Inception Date

Performance Overview: PCSMX

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Trailing returns as of 4/29/2025. Category is Small Growth.

YTD Return

PCSMX
11.14%
Category
12.40%
 

1-Year Return

PCSMX
5.73%
Category
55.69%
 

3-Year Return

PCSMX
0.44%
Category
19.34%
 

5-Year Return

PCSMX
10.58%
Category
20.72%
 

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Holdings: PCSMX

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Sector Weightings

SectorPCSMX
Healthcare   24.40%
Industrials   24.19%
Technology   21.02%
Energy   2.69%
Real Estate   0.93%
Utilities   0.02%

Recent News: PCSMX

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Research Reports: PCSMX

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