Nasdaq - Delayed Quote USD

Principal SmallCap R5 (PSBPX)

26.15
+0.54
+(2.11%)
As of 8:06:59 AM EDT. Market Open.
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  • Previous Close 25.61
  • YTD Return -0.82%
  • Expense Ratio 1.00%
  • 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 0.23%
  • 5y Average Return --
  • Holdings Turnover 41.10%
  • Last Dividend 0.06
  • 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

More about Principal SmallCap R5

Performance Overview: PSBPX

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Trailing returns as of 4/1/2025. Category is Small Blend.

YTD Return

PSBPX
0.82%
Category
20.19%
 

1-Year Return

PSBPX
2.79%
Category
60.18%
 

3-Year Return

PSBPX
2.06%
Category
11.32%
 

5-Year Return

PSBPX
9.63%
Category
13.88%
 

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Holdings: PSBPX

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Sector Weightings

SectorPSBPX
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%
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Recent News: PSBPX

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Research Reports: PSBPX

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