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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 83.28%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

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

Risk Statistics

3 Years5 Years10 Years
PSMHXCategory AveragePSMHXCategory AveragePSMHXCategory Average
Alpha -3.91 0.01 -- 0.01 -- -0.02
BETA 1 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.88 0.02 -- 0.02 -- 0.01
R-squared 63.8 0.82 -- 0.79 -- 0.8
Standard Deviation 22.55 0.23 -- 0.19 -- 0.17
Sharpe Ratio 0.39 0.01 -- 0.01 -- 0.01
Treynor Ratio 6.7 0.18 -- 0.17 -- 0.12

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