Nasdaq - Delayed Quote USD

Principal SmallCap Growth I J (PSIJX)

8.69 -0.03 (-0.34%)
As of 8:06 AM EDT. Market Open.
Loading Chart for PSIJX
DELL
  • Previous Close 8.72
  • YTD Return 0.12%
  • Expense Ratio 1.25%
  • Category Small Growth
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.37B
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 50.30%
  • Last Dividend --
  • 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 fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

Principal Funds

Fund Family

Small Growth

Fund Category

2.37B

Net Assets

2000-12-06

Inception Date

Performance Overview: PSIJX

Trailing returns as of 5/10/2024. Category is Small Growth.

YTD Return

PSIJX
0.12%
Category
12.40%
 

1-Year Return

PSIJX
10.32%
Category
55.69%
 

3-Year Return

PSIJX
6.12%
Category
19.34%
 

5-Year Return

PSIJX
5.86%
Category
20.72%
 

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Holdings: PSIJX

Top 10 Holdings (14.81% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 3.34%
SMCI
Super Micro Computer, Inc. 2.52%
CHX
ChampionX Corporation 1.35%
WCN
Waste Connections, Inc. 1.22%
ONTO
Onto Innovation Inc. 1.16%
FRPT
Freshpet, Inc. 1.15%
BFAM
Bright Horizons Family Solutions Inc. 1.10%
BPMC
Blueprint Medicines Corporation 1.02%
MTSI
MACOM Technology Solutions Holdings, Inc. 1.00%
NEO
NeoGenomics, Inc. 0.95%

Sector Weightings

SectorPSIJX
Technology   25.86%
Healthcare   23.00%
Industrials   19.44%
Energy   4.47%
Real Estate   1.55%
Utilities   0.10%

Recent News: PSIJX

Research Reports: PSIJX

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