3 / 5 Stars
4 4 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 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.
The fund has returned 25.41 percent over the past year, 15.30 percent over the past three years, 21.21 percent over the past five years, and 8.24 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||8.2%|
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 U.S. companies with small market capitalizations at the time of each purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund also invests in real estate investment trusts.
Fees are Low compared to funds in the same category.
Principal SmallCap Value Fund II has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.