Principal SmallCap Blend B
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Small Blend | | Fund Family: | Principal Funds | | Net Assets: | 7.67M | | Year-to-Date Return: | 14.66% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Thomas Morabito
Lead Manager since
20-Mar-06 | | | Morabito joined Principal in 2000 as the lead small-cap value portfolio manager. He has more than 12 years of analytical and portfolio management expertise. From 1994 until joining Principal, Morabito was a manager for INVESCO Management & Research. Morabito holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests primarily in common stocks of small-capitalization companies. It normally invests at least 80% of net assets (plus any borrowings for investment purposes) in common stocks of companies with small market capitalizations (those with market capitalizations similar to companies in the Russell 2000 index) at the time of purchase. The fund may invest up to 25% of the assets in securities of foreign companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 1.43 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 95.63% |
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| Expense | PLLBX | Category
Avg | | Total Expense Ratio: | 2.39%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 5.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 1,145 | $614 | | 5 Yr Expense Projection*: |
$ 1,475 | $991 | | 10 Yr Expense Projection*: |
$ 2,510 | $1,998 |
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