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Nasdaq - Delayed Quote USD

Principal SmallCap Inst (PSLIX)

24.99
+2.20
+(9.65%)
At close: 8:04:06 PM EDT
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  • Previous Close 22.79
  • YTD Return -8.51%
  • Expense Ratio 0.85%
  • Category Small Blend
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.94B
  • Beta (5Y Monthly) 1.16
  • Yield 0.30%
  • 5y Average Return --
  • Holdings Turnover 41.10%
  • Last Dividend 0.08
  • 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

1.94B

Net Assets

2005-06-28

Inception Date

More about Principal SmallCap Inst

Performance Overview: PSLIX

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Trailing returns as of 4/8/2025. Category is Small Blend.

YTD Return

PSLIX
8.51%
Category
20.19%
 

1-Year Return

PSLIX
9.13%
Category
60.18%
 

3-Year Return

PSLIX
0.70%
Category
11.32%
 

5-Year Return

PSLIX
13.72%
Category
13.88%
 

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Holdings: PSLIX

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Sector Weightings

SectorPSLIX
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: PSLIX

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Research Reports: PSLIX

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