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PSBPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal SmallCap R5 (PSBPX) Ownership - Who owns Principal SmallCap R5?

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

PSBPX

Net Assets

2.18B

Fund Existence

almost 25 years

Turnover

41.10

Total Expense Ratio

1.00

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

1.00

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

63M

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

124.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

18.28%

Gain YTD

10.801

Annual Yield % from dividends

0.21

Returns for 1 year

12.79

Returns for 3 years

28.28

Returns for 5 years

43.54

Returns for 10 years

44.32

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Category SmallBlend

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