2 / 5 Stars
5 5 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#34 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 38.73 percent over the past year, 17.51 percent over the past three years, 26.17 percent over the past five years, and 8.14 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||8.1%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations (those with market capitalizations similar to companies in the Russell 2000® Index) at the time of purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.
Fees are Above Average compared to funds in the same category.
Principal SmallCap Blend Fund has an expense ratio of 1.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.