3 / 5 Stars
5 5 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 in Small Growth
U.S. News evaluated 216 Small Growth 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 25.22 percent over the past year, 19.18 percent over the past three years, 8.72 percent over the past five years, and 10.82 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.3%|
|3 Years (Annualized)||19.2%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||10.8%|
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 equal to or smaller than the greater of: 1) $4.0 billion or 2) the highest market capitalization of the companies in the Russell 2000 ® Growth Index) at the time of purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
Fees are High compared to funds in the same category.
Principal SmallCap Growth Fund I has an expense ratio of 1.08 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.