Nasdaq - Delayed Quote USD
Principal SmallCap Inst (PSLIX)
26.84
-0.10
(-0.37%)
At close: 8:04:23 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 48.23% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.67% |
| 5y Average Return | 11.15% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSLIX | Category Average | PSLIX | Category Average | PSLIX | Category Average | |
| Alpha | -9.76 | -0.09 | -5.37 | -0.06 | -6.32 | -0.06 |
| BETA | 1.18 | 0.01 | 1.12 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 1.01 | 0.01 | 0.71 | 0.01 |
| R-squared | 77.32 | 0.83 | 74.3 | 0.77 | 78.51 | 0.78 |
| Standard Deviation | 21.89 | 0.26 | 20.9 | 0.21 | 20.56 | 0.19 |
| Sharpe Ratio | 0 | 0 | 0.44 | 0.01 | 0.32 | 0.01 |
| Treynor Ratio | -2.06 | 0.08 | 6.74 | 0.1 | 3.88 | 0.09 |
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