Principal SmallCap Value Fund II

Scorecard
3 / 5 Stars
Lipper
4 5 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#37 in Small Value

U.S. News evaluated 118 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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Performance

The fund has returned 30.33 percent over the past year, 13.49 percent over the past three years, and 28.19 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 30.3%
3 Years (Annualized) 13.5%
5 Years (Annualized) 28.2%
10 Years (Annualized) N/A

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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 U.S. companies with small market capitalizations (those with market capitalizations similar to companies in the Russell 2000 ® Value Index) or in securities with market capitalizations of $3.5 billion or less at the time of 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

Fees are Low compared to funds in the same category.
Principal SmallCap Value Fund II has an expense ratio of 0.98 percent.

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Risk

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

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