Morningstar

Principal SmallCap R4 PSBSX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 27.60  /  −0.94 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.13%
  • Turnover 29%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:14 AM GMT+0

Morningstar’s Analysis PSBSX

Will PSBSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSBSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSBSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSBSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of Principal SmallCap R4's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSBSX

More PSBSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Insmed Inc

2.58 51.6 Mil
Healthcare

Taylor Morrison Home Corp

1.99 39.8 Mil
Consumer Cyclical

Modine Manufacturing Co

1.96 39.3 Mil
Consumer Cyclical

Parsons Corp

1.60 32.0 Mil
Technology

Lazard Inc

1.59 31.8 Mil
Financial Services

Principal Government Money Market R-6

1.56 31.3 Mil
—

Natera Inc

1.52 30.3 Mil
Healthcare

Popular Inc

1.51 30.2 Mil
Financial Services

Agree Realty Corp

1.44 28.7 Mil
Real Estate

Varonis Systems Inc

1.42 28.5 Mil
Technology

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