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NasdaqGM - Delayed Quote USD
Principal SmallCap R3 (PSBMX)
21.99
-1.70
(-7.18%)
At close: 8:01:59 PM EDT
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- Previous Close
23.69 - YTD Return -0.87%
- Expense Ratio 1.31%
- 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 0.00%
- 5y Average Return --
- Holdings Turnover 41.10%
- Last Dividend 0.01
- 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. 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
2000-12-06
Inception Date
Performance Overview: PSBMX
View MoreTrailing returns as of 4/2/2025. Category is Small Blend.
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Holdings: PSBMX
View MoreSector Weightings
SectorPSBMX
Financial Services 19.77%
Industrials 17.49%
Healthcare 17.12%
Technology 13.82%
Consumer Cyclical 8.32%
Real Estate 6.45%
Consumer Defensive 6.06%
Energy 4.57%
Utilities 2.87%
Basic Materials 1.83%
Communication Services 1.69%
Recent News: PSBMX
View MoreResearch Reports: PSBMX
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