Nasdaq - Delayed Quote USD

Principal SmallCap Growth Fund I (PCSMX)

17.15 +0.25 (+1.48%)
At close: 8:00 PM EST
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DELL
  • Previous Close 16.90
  • YTD Return 11.73%
  • Expense Ratio 0.87%
  • Category Small Growth
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.13B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 50.30%
  • Last Dividend --
  • Inception Date Nov 1, 2004

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

2.13B

Net Assets

2004-11-01

Inception Date

Performance Overview: PCSMX

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Trailing returns as of 11/21/2024. Category is Small Growth.

YTD Return

PCSMX
11.73%
Category
12.40%
?

1-Year Return

PCSMX
35.13%
Category
55.69%
?

3-Year Return

PCSMX
3.72%
Category
19.34%
?

5-Year Return

PCSMX
9.05%
Category
20.72%
?

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Holdings: PCSMX

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Top 10 Holdings (12.33% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 2.50%
WCN
WCN 1.25%
BFAM
BFAM 1.24%
FRPT
FRPT 1.15%
SPXC
SPXC 1.08%
AVAV
AVAV 1.05%
CW
CW 1.03%
INSM
INSM 1.02%
BPMC
BPMC 1.01%
FN
FN 0.99%

Sector Weightings

Recent News: PCSMX

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Research Reports: PCSMX

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