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?
Overall Morningstar Star Rating™
as of 06/30/2025 What's this?
Out of 575 Small Blend Funds
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.
**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
What's this?
Principal Global Investors
Portfolio Managers
What's this?
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
What's this?
