NasdaqGM - Delayed Quote USD

Principal SmallCap A (PLLAX)

24.00
-0.08
(-0.33%)
At close: May 9 at 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.01%
5y Average Return 10.44%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 8, 2025) 47.50%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 47.50%
Worst 3Y Total Return -0.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLLAX
Category
YTD
-9.56%
20.19%
1-Month
-1.07%
0.02%
3-Month
-13.45%
4.36%
1-Year
-3.49%
60.18%
3-Year
1.98%
11.32%
5-Year
10.09%
13.88%
10-Year
6.24%
11.19%
Last Bull Market
15.13%
27.98%
Last Bear Market
-17.13%
-24.08%

Annual Total Return (%) History

Year
PLLAX
Category
2025
--
--
2024
6.71%
--
2023
15.34%
--
2022
-20.40%
--
2021
19.60%
--
2020
21.63%
10.99%
2019
27.07%
23.75%
2018
-11.00%
-12.72%

2017
12.41%
12.28%
2016
16.79%
20.78%
2015
-0.48%
-5.38%
2014
4.51%
3.79%
2013
47.50%
37.39%
2012
14.14%
15.46%
2011
-2.17%
-4.07%
2010
23.19%
25.61%
2009
20.96%
31.80%
2008
-37.07%
-36.56%
2007
1.23%
-1.10%
2006
13.52%
15.03%
2005
--
6.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.59% -- -- --
2024 7.60% -5.55% 5.83% -0.79%
2023 5.81% 4.58% -6.37% 11.32%
2022 -7.72% -17.13% -1.67% 5.86%
2021 12.92% 5.81% -2.29% 2.45%
2020 -30.54% 28.39% 8.48% 25.72%
2019 15.80% 3.23% -1.15% 7.54%
2018 0.92% 9.29% 1.51% -20.51%
2017 2.72% -0.40% 4.74% 4.89%
2016 -2.85% 4.21% 6.65% 8.16%

2015 7.20% 1.11% -9.75% 1.74%
2014 2.58% 3.10% -8.88% 8.45%
2013 15.17% 1.54% 12.65% 11.97%
2012 12.45% -4.83% 5.95% 0.67%
2011 6.86% 0.20% -22.55% 17.97%
2010 8.02% -9.34% 9.60% 14.78%
2009 -15.75% 17.70% 16.51% 4.69%
2008 -10.56% 0.22% -4.76% -26.29%
2007 3.53% 5.23% -1.95% -5.23%
2006 12.29% -5.28% -2.46% 9.40%
2005 5.42% 0.49% -- --

Rank in Category (By Total Return)

YTD 31
1-Month 8
3-Month 47
1-Year 80
3-Year 79
5-Year 74

Load Adjusted Returns

1-Year -8.80%
3-Year 0.08%
5-Year 8.85%
10-Year 5.65%

Performance & Risk

YTD Return -6.01%
5y Average Return 10.44%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Principal Funds
Net Assets 1.93B
YTD Return -9.56%
Yield 0.06%
Morningstar Rating
Inception Date Mar 01, 2001

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

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