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Principal SmallCap R1 (PSABX)

25.21
+0.33
+(1.33%)
At close: November 22 at 8:00:58 PM EST
Loading Chart for PSABX
  • Previous Close 24.88
  • YTD Return 5.63%
  • Expense Ratio 1.62%
  • Category Small Blend
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.45B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 28.70%
  • Last Dividend 0.02
  • Inception Date Jun 28, 2005

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 managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

Principal Funds

Fund Family

Small Blend

Fund Category

2.45B

Net Assets

2005-06-28

Inception Date

Performance Overview: PSABX

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

YTD Return

PSABX
5.63%
Category
20.19%
 

1-Year Return

PSABX
27.08%
Category
60.18%
 

3-Year Return

PSABX
2.42%
Category
11.32%
 

5-Year Return

PSABX
8.04%
Category
13.88%
 

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Holdings: PSABX

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Sector Weightings

SectorPSABX
Industrials   17.63%
Healthcare   16.79%
Technology   14.03%
Real Estate   5.77%
Energy   4.56%
Utilities   2.78%

Recent News: PSABX

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Research Reports: PSABX

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