Nasdaq - Delayed Quote USD

Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)

10.60 0.00 (0.00%)
At close: September 5 at 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Vanguard
  • Raymond James
  • Raymond James WRAP Eligible
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Vanguard TF
  • Pershing Retirement Plan Network

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-to-medium market capitalizations at the time of purchase. For this fund, companies with small-to-medium market capitalizations are those with market capitalizations within the range of companies in the Russell 2500 Growth Index.

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 9.17M
YTD Return 6.75%
Yield 0.00%
Morningstar Rating
Inception Date Jun 12, 2019

Performance & Risk

YTD Return 6.75%
5y Average Return 0.00%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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