PSMCX : Principal SmallCap Fund Class C

PSMCX is a US Stocks Market Small Blend with HIGH fees.

PSMCX

Principal SmallCap Fund Class C

FI Score

34 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

34% FI Score
  • psmcx
  • Mutual Fund
  • US Stocks
  • Small Blend

Principal SmallCap Fund Class C

Expenses: 2.04% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. 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 at the time of purchase. 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.

Largest Holdings

Amount Holding
1.64% Syneos Health Inc A
1.63% CACI International Inc Class A
1.62% Darling Ingredients Inc
1.61% First Industrial Realty Trust Inc
1.54% BJ's Wholesale Club Holdings Inc
1.52% HMS Holdings Corp
1.48% Addus HomeCare Corp
1.45% Entegris Inc
1.42% Horizon Therapeutics PLC
1.41% Agree Realty Corp
1.40% Encompass Health Corp
1.40% Portland General Electric Co
1.39% Southwest Gas Holdings Inc
1.38% Perspecta Inc Ordinary Shares
1.32% Teladoc Health Inc
1.32% Stifel Financial Corp
1.32% Manhattan Associates Inc
1.31% PNM Resources Inc
1.27% Parsons Corp
1.25% Cousins Properties Inc
1.25% MasTec Inc
1.24% EnerSys
1.23% Cathay General Bancorp
1.22% The Hanover Insurance Group Inc
1.22% Natera Inc

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