Principal SmallCap Value II J
Principal Financial Group 711 High St Des Moines IA 50392
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Phone: 800-222-5852
| Category: | Small Value | | Fund Family: | Principal Funds | | Net Assets: | 8.26M | | Year-to-Date Return: | 27.07% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-09 |
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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 its net assets in equity securities of small market capitalization companies. It may invests up to 25% of assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 76.37% |
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| Expense | PSMJX | Category
Avg | | Total Expense Ratio: | 1.88%
| 1.51% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.51% | | 3 Yr Expense Projection*: |
$ 606 | $640 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,003 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,022 |
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