Nasdaq - Delayed Quote USD

Principal International Small CompanyR-6 (PFISX)

10.27 +0.09 (+0.88%)
At close: 8:05 AM EDT

Fund Summary

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 purchase. It invests primarily in foreign equity securities. The fund typically invests in foreign securities of more than 10 countries but has no limitation on the percentage of assets that is invested in each country or denominated in any currency.

Principal International Small CompanyR-6

Des Moines, IA 50392
711 High Street
(800) 986-3343

Fund Overview

Category Foreign Small/Mid Blend
Fund Family Principal Funds
Net Assets 736.2M
YTD Return 4.97%
Yield 1.90%
Morningstar Rating
Inception Date Jan 03, 2017

Fund Operations

Last Dividend 0.20
Last Cap Gain -6.00
Holdings Turnover 61.80%
Average for Category --

Fees & Expenses

Expense PFISX Category Average
Annual Report Expense Ratio (net) 1.04% 1.22%
Prospectus Net Expense Ratio 1.04% --
Prospectus Gross Expense Ratio 1.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.46%
Max Deferred Sales Load -- 1.31%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Tiffany N. Lavastida, Lead Manager since June 11, 2014
Tiffany N. Lavastida, CFA, joined Principal Global Equities in 1997, is a portfolio manager for the firm. She is a portfolio manager for the firm's international small-cap equity strategies as well as the European small-cap strategy. She is also active in company research, focusing on the energy and financials sectors. Tiffany Previously she was a sales assistant at Midamerica Securities Management. She received an MBA with a finance concentration and a bachelor's degree in finance from the University of Iowa. Tiffany has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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