3 / 5 Stars
4 4 2 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#39 in Small Growth
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.
The fund has returned 33.32 percent over the past year, 14.94 percent over the past three years, 25.56 percent over the past five years, and 8.43 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.8%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||8.4%|
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 each 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 Above Average compared to funds in the same category.
Principal SmallCap Growth Fund II has an expense ratio of 1.02 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.