Nasdaq - Delayed Quote USD

Principal International Small CompanyR-6 (PFISX)

10.21 -0.06 (-0.58%)
As of 8:05 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.80%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 1.49%
5y Average Return 2.68%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PFISXCategory AveragePFISXCategory AveragePFISXCategory Average
Alpha -3.04 -0.02 -2.1 -0.01 -- 0.02
BETA 1.05 0.01 1.09 0.01 -- 0.01
Mean Annual Return 0.02 0.01 0.48 0.01 -- 0.01
R-squared 92.71 0.92 91.84 0.9 -- 0.88
Standard Deviation 17.83 0.21 20.04 0.17 -- 0.16
Sharpe Ratio -0.16 0 0.18 0.01 -- 0
Treynor Ratio -4.12 0.06 1.44 0.09 -- 0.06

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