Principal SmallCap Growth II A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Small Growth | | Fund Family: | Principal Funds | | Net Assets: | 12.26M | | Year-to-Date Return: | 24.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Mariateresa Monaco
Lead Manager since
02-Jun-09 | | | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. |
| 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 normally invests at least 80% of assets in common stocks of companies with small market capitalizations (those with market capitalizations equal to or smaller than the greater of $2.5 billion or the highest market capitalization of the companies in the Russell 2000 Growth index) at the time of purchase. It may invest up to 25% of assets in securities of foreign companies. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 0.54 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 120.37% |
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| Expense | PPSMX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.37% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 1,143 | $675 | | 5 Yr Expense Projection*: |
$ 1,568 | $1,071 | | 10 Yr Expense Projection*: |
$ 2,749 | $2,161 |
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2.03% Nasdaq 
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