SmallCap Value Fund IIPSMVX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.2B
Expense ratio
0.89%
1-year return
+37.8%
3 years, a year
+15.2%
5 years, a year
+8.4%
Holdings
1,543

What it aims to do.

The Fund seeks long-term growth of capital.

Top 10 holdings.

Holding% of fund
Principal Funds, Inc - Government Money Market Fund - Class R-63.95%
ESI Element Solutions Inc1.85%
SANM Sanmina Corp1.47%
GATX GATX Corp1.38%
CLH Clean Harbors Inc1.37%
SXT Sensient Technologies Corp1.30%
CSL Carlisle Cos Inc1.24%
WCC WESCO International Inc1.23%
AROC Archrock Inc1.20%
VVV Valvoline Inc1.14%

More on PSMVX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.