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Nasdaq - Delayed Quote USD

Principal SmallCap R4 (PSBSX)

29.42
+0.39
+(1.34%)
At close: November 22 at 8:00:58 PM EST
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  • Previous Close 29.03
  • YTD Return 6.09%
  • Expense Ratio 1.12%
  • 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 0.13%
  • 5y Average Return --
  • Holdings Turnover 28.70%
  • Last Dividend 0.04
  • 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

More about Principal SmallCap R4

Performance Overview: PSBSX

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

YTD Return

PSBSX
6.09%
Category
20.19%
 

1-Year Return

PSBSX
27.72%
Category
60.18%
 

3-Year Return

PSBSX
1.94%
Category
11.32%
 

5-Year Return

PSBSX
8.59%
Category
13.88%
 

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Holdings: PSBSX

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Sector Weightings

SectorPSBSX
Financial Services   19.56%
Industrials   17.63%
Healthcare   16.79%
Technology   14.03%
Consumer Cyclical   9.84%
Real Estate   5.77%
Energy   4.56%
Consumer Defensive   4.45%
Basic Materials   3.17%
Utilities   2.78%
Communication Services   1.41%
View More

Recent News: PSBSX

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Research Reports: PSBSX

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