Principal Small-MidCap Dividend Income Fund

4 / 5 Stars
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars

U.S. News evaluated 122 Small Value 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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The fund has returned 23.46 percent over the past year, and 16.91 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.0%
1 Year 23.5%
3 Years (Annualized) 16.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to provide a relatively high level of current income and long-term growth of income, and secondarily long-term growth of capital, while investing primarily in small- to mid-capitalization companies. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small to medium market capitalizations at the time of each purchase. It invests in the securities of foreign issuers, real estate investment trusts, preferred securities, convertible securities, fixed-income securities, master limited partnerships, and royalty trusts.


Fees are Low compared to funds in the same category.
Principal Small-MidCap Dividend Income Fund has an expense ratio of 1.26 percent.

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

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