Principal Funds, Inc. - Small-MidCap Growth Fund (PSMHX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Principal Funds, Inc. - Small-MidCap Growth Fund
Des Moines, IA 50392
711 High Street
Principal Financial Group
(800) 986-3343
Management Information
Marc R. Shapiro,Lead Manager since December 31, 2019
Marc R. Shapiro has been with CCI since 2004. He earned a B.A. in Finance and Marketing from Emory University.
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.
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.
Fund Overview
CategoryMid-Cap Growth
Fund FamilyPrincipal Funds
Net Assets9.17M
YTD Return6.75%
Yield0.00%
Morningstar Rating★★★
Inception DateJun 11, 2019
Fund Operations
Last Dividend0.02
Last Cap Gain6.00
Holdings Turnover161.60%
Average for CategoryN/A
Fees & Expenses
ExpensePSMHXCategory Average
Annual Report Expense Ratio (net)0.83%1.09%
Prospectus Net Expense Ratio0.83%N/A
Prospectus Gross Expense Ratio1.18%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
© 2024 Yahoo. All rights reserved.