Nasdaq - Delayed Quote USD

Principal SmallCap R4 (PSBSX)

26.70 -0.06 (-0.22%)
As of 8:05 AM EDT. Market Open.
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  • Previous Close 26.76
  • YTD Return 0.00%
  • Expense Ratio 0.76%
  • Category Small Blend
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.52B
  • Beta (5Y Monthly) 1.09
  • Yield 0.14%
  • 5y Average Return --
  • Holdings Turnover 28.70%
  • Last Dividend 0.04
  • 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 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

1.52B

Net Assets

2000-12-06

Inception Date

More about Principal SmallCap R4

Performance Overview: PSBSX

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Trailing returns as of 5/17/2024. Category is Small Blend.

YTD Return

PSBSX
0.00%
Category
20.19%
 

1-Year Return

PSBSX
11.20%
Category
60.18%
 

3-Year Return

PSBSX
2.01%
Category
11.32%
 

5-Year Return

PSBSX
6.97%
Category
13.88%
 

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Holdings: PSBSX

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Top 10 Holdings (15.57% of Total Assets)

SymbolCompany% Assets
SMCI
Super Micro Computer, Inc. 2.29%
TMHC
Taylor Morrison Home Corporation 1.75%
MOD
Modine Manufacturing Company 1.64%
NTRA
Natera, Inc. 1.60%
ATKR
Atkore Inc. 1.46%
PSN
Parsons Corporation 1.39%
SF
Stifel Financial Corp. 1.38%
DY
Dycom Industries, Inc. 1.37%
BPOP
Popular, Inc. 1.34%
PEB
Pebblebrook Hotel Trust 1.34%

Sector Weightings

SectorPSBSX
Industrials   17.66%
Technology   16.37%
Healthcare   14.64%
Financial Services   14.06%
Consumer Cyclical   11.28%
Energy   7.86%
Real Estate   6.09%
Consumer Defensive   4.30%
Basic Materials   3.57%
Utilities   3.11%
Communication Services   1.06%
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Recent News: PSBSX

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Research Reports: PSBSX

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RYMNX Rydex Precious Metals A
38.35
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RYPMX Rydex Precious Metals Inv
41.33
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RYMPX Rydex Precious Metals H
36.79
+3.87%
 
RYZCX Rydex Precious Metals C
29.88
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INIIX VanEck International Investors Gold I
15.54
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FGPMX Franklin Gold and Precious Metals R6
22.15
+2.45%
 
FKRCX Franklin Gold and Precious Metals A
20.08
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FRGOX Franklin Gold and Precious Metals C
17.58
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FGADX Franklin Gold and Precious Metals Adv
21.82
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SGGDX First Eagle Gold A
27.18
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FEGOX First Eagle Gold C
24.56
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FEGIX First Eagle Gold I
28.11
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FEURX First Eagle Gold R6
28.19
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ENPIX ProFunds UltraSector Energy Fund
47.44
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ENPSX ProFunds UltraSector Energy Fund
40.30
+2.05%
 
MOWNX Moerus Worldwide Value N
16.95
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MOWIX Moerus Worldwide Value Institutional
16.99
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TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
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FNARX Fidelity Natural Resources Fund
48.57
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WWWFX Kinetics Internet No Load
77.78
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KINAX Kinetics Internet Adv A
70.27
+1.58%
 
KINCX Kinetics Internet Adv C
57.47
+1.57%
 
FFGTX Fidelity Advisor Global Commodity Stk M
20.23
+1.56%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
20.24
+1.56%
 
FFGAX Fidelity Advisor Global Commodity Stk A
20.25
+1.55%
 
FFGIX Fidelity Advisor Global Commodity Stk I
20.27
+1.55%
 
FFGCX Fidelity Global Commodity Stock
20.29
+1.55%
 
FCGCX Fidelity Advisor Global Commodity Stk C
20.12
+1.51%
 
FSENX Fidelity Select Energy Portfolio
64.45
+1.35%
 
FAGNX Fidelity Advisor Energy M
50.91
+1.33%
 
FIKAX Fidelity Advisor Energy Z
52.47
+1.33%
 
FANAX Fidelity Advisor Energy A
49.49
+1.33%
 
FANIX Fidelity Advisor Energy I
52.54
+1.33%
 
FNRCX Fidelity Advisor Energy C
45.12
+1.32%
 
GMOWX GMO Resources Fund
22.89
+1.06%
 
GOFIX GMO Resources III
22.97
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COAGX Caldwell & Orkin - Gator Capital L/S Fd
43.27
+1.05%
 
GOVIX GMO Resources Fund
22.88
+1.02%
 
GAAHX GMO Resources R6
22.93
+1.01%
 
GEACX GMO Resources I
22.95
+1.01%
 
KMKYX Kinetics Market Opportunities Inst
51.54
+1.00%
 
KMKCX Kinetics Market Opportunities Adv C
47.15
+0.99%
 
KMKNX Kinetics Market Opportunities No Load
50.67
+0.98%
 
KMKAX Kinetics Market Opportunities Adv A
49.76
+0.97%
 
FSPCX Fidelity Select Insurance Port
87.07
+0.96%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.37
+0.95%
 
TAVZX Third Avenue Value Z
73.53
+0.93%
 
TAVFX Third Avenue Value Instl
73.55
+0.93%
 
TVFVX Third Avenue Value Investor
74.07
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149.39
+0.91%
 
BPTIX Baron Partners Institutional
149.42
+0.91%
 
BPTRX Baron Partners Retail
143.36
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17.92
+0.90%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.54
+0.89%
 
DAINX Dunham International Stock A
19.36
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DNINX Dunham International Stock Fund
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INDAX ALPS/Kotak India ESG Inv
18.40
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MISMX Matthews EM Sm Coms Instl
26.24
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INDIX ALPS/Kotak India ESG I
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INAAX ALPS/Kotak India ESG A
18.36
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16.23
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MSMLX Matthews EM Sm Coms Inv
26.25
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16.33
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INFCX ALPS/Kotak India ESG C
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FIQLX Fidelity Advisor Japan Z
16.43
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FJPNX Fidelity Japan
16.47
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FJPIX Fidelity Advisor Japan I
16.60
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FJPCX Fidelity Advisor Japan C
15.91
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TORTX Tortoise Energy Infrastructure TR A
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FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
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PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
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BFGIX Baron Focused Growth Fund
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WWNPX Kinetics Paradigm No Load
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