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Principal SmallCap Growth II R4 (PPMSX)

11.61 Up 0.08(0.69%) Apr 17
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Prev Close:11.61
YTD Return*:2.74%
Net Assets*:236.73M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PPMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Russell 2000 Mini Jun145.6934.75
SAVE2.52-7.05
MWIV2.29-6.68
TREX2.0614.34
MIDD1.7522.46

Fund Basics

Morningstar Overall Rating:
Total Assets:236.73M
Category:Small Growth
Annual Report Expense Ratio (net):1.38%

Performance & Risk

YTD Return:2.74%
5y Avg Return:25.07%
Rank in Category (ytd):10
% Rank in Category (ytd):1.36%
Beta (3y):1.33
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital. 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 each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. View More
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