Request URL: http://rp.www.principal.com/InvestmentProfiles/overview.faces
Investment Type: pif

Small-MidCap Growth Institutional Fund (PSMHX)







Quick Facts


PSMHX
06/12/2019
Mid Cap Growth

Investment Strategy

   What's this?
The Fund 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 to medium market capitalization at the time of purchase. For this Fund, companies with small to medium capitalization are those with market capitalizations within the range of companies in the Russell 2500 Growth Index.




Morningstar Style Box™

  as of
   What's this?
Data Not Available

Overall Morningstar Star Rating™

 
   What's this?

Out of Funds

Star Rating Not Rated

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 12/31/2019
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % -0.76 9.11 --- --- --- --- --- 4.20
Russell 2500 Growth Index % 0.93 10.57 32.65 32.65 15.17 10.84 14.01 ---
Mid Cap Growth Category % 1.60 8.05 32.52 32.52 15.57 10.45 12.79 ---
Morningstar Percentile Rankings** --- --- --- --- --- --- --- ---
# of Funds in Category 633 632 618 618 565 501 385 ---
06/12/2019
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.


Expenses

  as of 12/31/2019
Total Investment Expense - Gross: 1.59%
Total Investment Expense - Net: 0.83%
Contractual Cap Date: 12/30/2020



Inv Manager or Sub-Advisor

   What's this?
Columbus Circle Investors



Portfolio Managers

   What's this?
Christopher T. Corbett , CFA
Since 06/12/2019
M.B.A. , University of Notre Dame

Michael Iacono , CPA , CFA
Since 06/12/2019
B.S. , Boston College

Clifford G. Fox , CFA
Since 06/12/2019
M.B.A. , New York University (Stern)






Morningstar
© 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.

Returns shown for periods of less than one year are not annualized.

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 principal.com, 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.