NasdaqGM - Delayed Quote USD

Principal SmallCap Growth I J (PSIJX)

7.86
+0.28
+(3.69%)
At close: 8:04:25 PM EDT
Loading Chart for PSIJX
  • Previous Close 7.58
  • YTD Return -11.85%
  • Expense Ratio 1.15%
  • Category Small Growth
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.84B
  • Beta (5Y Monthly) 1.14
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 61.20%
  • Last Dividend 0.08
  • Inception Date Nov 25, 2014

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with small market capitalizations. The fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

Principal Funds

Fund Family

Small Growth

Fund Category

1.84B

Net Assets

2014-11-25

Inception Date

Performance Overview: PSIJX

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Trailing returns as of 5/9/2025. Category is Small Growth.

YTD Return

PSIJX
11.85%
Category
12.40%
 

1-Year Return

PSIJX
0.05%
Category
55.69%
 

3-Year Return

PSIJX
2.84%
Category
19.34%
 

5-Year Return

PSIJX
6.91%
Category
20.72%
 

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Holdings: PSIJX

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Sector Weightings

SectorPSIJX
Healthcare   24.40%
Industrials   24.19%
Technology   21.02%
Energy   2.69%
Real Estate   0.93%
Utilities   0.02%

Recent News: PSIJX

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Research Reports: PSIJX

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