NasdaqGM - Delayed Quote USD
Principal SmallCap Growth I J (PSIJX)
7.86
+0.28
+(3.69%)
As of 8:09:27 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- Vanguard
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Small Growth |
| Fund Family | Principal Funds |
| Net Assets | 1.84B |
| YTD Return | -11.85% |
| Yield | 0.91% |
| Morningstar Rating | |
| Inception Date | Nov 25, 2014 |
Performance & Risk
| YTD Return | -8.34% |
| 5y Average Return | 6.72% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
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