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Investment Type: pif

SmallCap R3 Fund (PSBMX)







Quick Facts


PSBMX
12/06/2000
Small Blend
$2,049.02

Investment Strategy

   What's this?
The investment 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 market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.




Morningstar Style Box™

  as of 05/31/2025
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 06/30/2025
   What's this?

Out of 575 Small Blend Funds

StarRating

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



Month-End | Quarter-End
Average Annual Total Returns as of 06/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 6.05 9.80 0.32 5.19 8.59 9.74 6.76 7.94
Russell 2000 Index % 5.44 8.50 -1.79 7.68 10.00 10.04 7.12 ---
Small Blend Category % 4.33 6.69 -1.92 6.33 10.05 11.90 7.37 ---
Morningstar Percentile Rankings** --- --- --- 59 70 82 71 ---
# of Funds in Category 623 619 618 610 575 554 398 ---
12/06/2000
**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 06/30/2025
Total Investment Expense - Gross: 1.31%
Total Investment Expense - Net: 1.31%
12b-1 Fee: 0.25%



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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Phil Nordhus , CFA
Since 05/19/2006
M.B.A. , Drake University

Brian W. Pattinson , CFA
Since 07/20/2011
M.B.A. , University of Iowa