Principal SmallCap Growth Fund II

Scorecard
3 / 5 Stars
Lipper
4 4 2 1 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 46.52 percent over the past year, 17.90 percent over the past three years, 27.93 percent over the past five years, and 8.11 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 7.3%
1 Year 46.5%
3 Years (Annualized) 17.9%
5 Years (Annualized) 27.9%
10 Years (Annualized) 8.1%

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Summary

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) $2.5 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

Fees are Above Average compared to funds in the same category.
Principal SmallCap Growth Fund II has an expense ratio of 1.57 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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