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

1.98B

Fund Existence

over 24 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

55.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.73

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

129.00

Number of Net Holdings

129.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.89%

Gain YTD

-7.225

Annual Yield % from dividends

0.25

Returns for 1 year

-5.01

Returns for 3 years

10.74

Returns for 5 years

42.37

Returns for 10 years

18.24

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General Information

Category SmallBlend

Profile

Fundamentals

Details