PSVAX : Principal SmallCap Value Fund II Class A

PSVAX is a US Stocks Market Small Value with HIGH fees.

PSVAX

Principal SmallCap Value Fund II Class A

FI Score

42 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

42% FI Score
  • psvax
  • Mutual Fund
  • US Stocks
  • Small Value

Principal SmallCap Value Fund II Class A

Expenses: 1.45% (Better than 0% of similar funds)

This is a bad choice for a Small Value 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. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund also invests in real estate investment trusts ("REITs").

Largest Holdings

Amount Holding
1.47% Cabot Microelectronics Corp
1.41% Insight Enterprises Inc
1.30% Southwest Gas Holdings Inc
1.27% Entegris Inc
1.07% PRA Health Sciences Inc
1.07% CACI International Inc Class A
1.06% Spire Inc
1.00% Landstar System Inc
0.91% Fabrinet
0.89% Integra Lifesciences Holdings Corp
0.88% MKS Instruments Inc
0.86% Brady Corp Class A
0.83% The Hanover Insurance Group Inc
0.81% Old Republic International Corp
0.78% Selective Insurance Group Inc
0.78% Stag Industrial Inc
0.75% Nova Measuring Instruments Ltd
0.75% Watts Water Technologies Inc A
0.74% E-mini Russell 2000 Index Future June 20
0.69% Rush Enterprises Inc A
0.66% LPL Financial Holdings Inc
0.65% Science Applications International Corp
0.64% Element Solutions Inc
0.64% Tegna Inc
0.64% MGIC Investment Corp

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