PSBMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal SmallCap R3 (PSBMX) Ownership - Who owns Principal SmallCap R3?

The investment seeks long-term growth of capital... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PSBMX

Net Assets

1.94B

Fund Existence

over 24 years

Turnover

41.10

Total Expense Ratio

1.31

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.31

Assets in Top Ten Holdings

261M

Average Credit Quality

N/A

Average Effective Duration

0.15

Average Effective Maturity

0.15

Fund of Funds

Fund Share Class Net Assets

13.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.74

Modified Duration

0.15

No Load Fund

Yes

Number of Long Holdings

129.00

Number of Net Holdings

130.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.79%

Gain YTD

-8.481

Annual Yield % from dividends

0.00

Returns for 1 year

-8.81

Returns for 3 years

-8.33

Returns for 5 years

73.22

Returns for 10 years

7.68

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General Information

Category SmallBlend

Profile

Fundamentals

Details