Principal SmallCap Blend B (PLLBX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PLLBX at this time.
|Symbol||% Assets||YTD Return %|
|Russell 2000 Mini Mar14||2.95||11.03|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.29%|
Performance & Risk
|5y Avg Return:||24.86%|
|Rank in Category (ytd):||14|
|% Rank in Category (ytd):||1.88%|
|Morningstar Risk Rating:||3|
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations (those with market capitalizations similar to companies in the Russell 2000Â® Index) at the time of purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued. View More