Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal SmallCap Growth I R4 (PPNSX)

14.03
+0.20
+(1.45%)
At close: November 22 at 8:00:58 PM EST
Loading Chart for PPNSX
  • Previous Close 13.83
  • YTD Return 11.45%
  • Expense Ratio 1.25%
  • Category Small Growth
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.34B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 50.30%
  • Last Dividend --
  • Inception Date Dec 6, 2000

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of purchase. 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

2.34B

Net Assets

2000-12-06

Inception Date

Performance Overview: PPNSX

View More

Trailing returns as of 11/22/2024. Category is Small Growth.

YTD Return

PPNSX
11.45%
Category
12.40%
 

1-Year Return

PPNSX
34.76%
Category
55.69%
 

3-Year Return

PPNSX
4.07%
Category
19.34%
 

5-Year Return

PPNSX
8.64%
Category
20.72%
 

People Also Watch

Holdings: PPNSX

View More

Sector Weightings

SectorPPNSX
Industrials   24.61%
Healthcare   23.88%
Technology   23.38%
Energy   2.77%
Real Estate   0.88%
Utilities   0.03%

Recent News: PPNSX

View More

Research Reports: PPNSX

View More

Top Mutual Funds