**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.
Calendar Year Total Returns
2023
2022
2021
2020
2019
Total Return %
15.55
-20.29
19.79
21.77
27.37
Russell 2000 Index %
16.93
-20.44
14.82
19.96
25.52
Small Blend Category % +
16.18
-16.24
24.19
10.99
23.75
Morningstar Percentile Rankings**,+
66
84
73
8
18
Morningstar Equity Stylebox
# of Funds in Category+
615
611
630
671
702
+ Data displayed is the most current information available.
**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 03/31/2024
Total Investment Expense - Gross:
1.00%
Total Investment Expense - Net:
1.00%
Distribution History
What's this?
$ Per Share
Income dividends are paid annual.
Daily Unit Value/Share Price Chart
Sorry, data not supported on this investment option.
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 SmallCap R5 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 2000 Index consists of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the Russell 3000 total market capitalization.
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.
Small-cap and mid-cap stocks may have additional risks, including greater price volatility.