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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

2.07B

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

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

14.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.73

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

124.00

Number of Net Holdings

125.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

18.21%

Gain YTD

2.840

Annual Yield % from dividends

0.00

Returns for 1 year

9.40

Returns for 3 years

10.85

Returns for 5 years

28.55

Returns for 10 years

19.84

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General Information

Category SmallBlend

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