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NasdaqGM - Delayed Quote USD
Principal SmallCap J (PSBJX)
22.22
+0.11
+(0.50%)
As of 8:07:50 AM EDT. Market Open.
Loading Chart for PSBJX
- Previous Close
22.11 - YTD Return -0.79%
- Expense Ratio 0.98%
- Category Small Blend
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.11B
- Beta (5Y Monthly) 1.15
- Yield 0.24%
- 5y Average Return --
- Holdings Turnover 41.10%
- Last Dividend 0.06
- 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. 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
2.11B
Net Assets
2005-06-28
Inception Date
Performance Overview: PSBJX
View MoreTrailing returns as of 3/10/2025. Category is Small Blend.
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Holdings: PSBJX
View MoreTop 10 Holdings (17.79% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPSBJX
Financial Services 19.27%
Industrials 17.69%
Healthcare 17.31%
Technology 14.97%
Consumer Cyclical 8.46%
Consumer Defensive 5.98%
Real Estate 5.73%
Energy 4.50%
Utilities 2.61%
Basic Materials 1.82%
Communication Services 1.65%
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