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Investment Type: pif

Small-MidCap Growth Institutional Fund (PSMHX)

Portfolio Composition

  as of 07/31/2020
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Top 10 Holdings

  as of 07/31/2020
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% of Net Assets
Horizon Therapeutics PLC 3.34
Tandem Diabetes Care Inc 3.11
Floor & Decor Holdings Inc 2.83
Fox Factory Holding Corp 2.80
Nuance Communications Inc 2.77
CrowdStrike Holdings Inc Class A 2.75
SVB Financial Group 2.70
YETI Holdings Inc 2.59
Inphi Corp 2.48
Insulet Corp 2.42
Total*: 27.78
*Values may exceed 100% if both long and short positions are included in the portfolio

View Full Portfolio Holdings

Morningstar Style Box™

  as of 07/31/2020
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Investment Style
Stylebox Market Capitalization

Stock Sector Breakdown

  as of 07/31/2020
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% of Net Assets
Cyclical 25.41
Consumer Cyclical 19.12
Financial Svcs 6.29
Defensive 31.98
Consumer Defensive 3.14
Healthcare 28.84
Sensitive 42.61
Comm Svcs 0.68
Industrials 11.38
Technology 30.55


  as of 07/31/2020
Average Market Cap (mil): $6,388.18
Price/Earnings Ratio: 35.34
Price/Book Ratio: 5.14
Price/Cash Flow Ratio: 20.63
Turnover Ratio: 175.80%

© 2020 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Past performance is no guarantee of future results. Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost.

Portfolio holdings are subject to change and companies referenced in this report may not currently be held. Information is current as of the creation of this piece. Keep in mind that portfolio holdings are subject to risk. Click here for a complete list of the most recent publicly available holdings.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Small-MidCap Growth I Fund.

Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Russell 2500 Growth Index tracks the 2,500 smallest companies in the Russell 3000 Index having higher price-to-book ratio and higher forecasted growth values.

Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies.