Principal SmallCap Growth I R6 (PCSMX)

Fund Assets	2.48B
Expense Ratio	0.87%
Min. Investment	$1,000
Turnover	70.10%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	18.54
YTD Return	20.39%
1-Year Return	28.51%
5-Year Return	38.58%
52-Week Low	14.43
52-Week High	19.81
Beta (5Y)	1.19
Holdings	1232
Inception Date	Nov 25, 2014

About PCSMX

Principal SmallCap Growth Fund I R6 is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in equity securities of small-cap companies exhibiting growth characteristics. The fund allocates at least 80% of its net assets to small capitalization growth stocks, with the flexibility to invest up to 30% using a sampling strategy designed to track the performance of the Russell 2000 Growth Index. Sector exposure spans technology, healthcare, consumer, and industrial companies, with a diversified approach reflected in a portfolio that typically holds over 1,000 securities. The fund is managed by a seasoned team with decades of investment experience, aiming to capture growth potential in the small-cap segment of the U.S. equity market. As a retirement-focused share class, it features a competitive expense ratio and is structured to appeal primarily to institutional investors or retirement plans seeking exposure to small-cap growth opportunities. The fund plays a key role within the broader equity market by offering access to innovative and emerging companies positioned for above-average earnings and revenue growth.

• Fund Family: Principal Funds
• Category: Small Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PCSMX
• Share Class: R-6
• Index: Russell 2000 Growth TR

Performance

PCSMX had a total return of 28.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.20%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PGRTX	Institutional Class	0.98%
PPNPX	R-5	1.13%
PSIJX	Class J	1.14%
PPNMX	R-3	1.44%

Top 10 Holdings

12.01% of assets

Name	Symbol	Weight
Principal Government Money Market R-6	PGWXX	2.30%
Guardant Health, Inc.	GH	1.43%
ESCO Technologies Inc.	ESE	1.17%
Semtech Corporation	SMTC	1.14%
BrightSpring Health Services, Inc.	BTSG	1.07%
Plexus Corp.	PLXS	1.04%
Enpro Inc.	NPO	1.03%
Legence Corp.	LGN	1.00%
Rush Street Interactive, Inc.	RSI	0.93%
Modine Manufacturing Company	MOD	0.89%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$1.4095	Dec 18, 2025
Dec 20, 2024	$0.0972	Dec 20, 2024
Dec 19, 2024	$1.1173	Dec 19, 2024
Dec 20, 2022	$0.0997	Dec 20, 2022
Dec 20, 2021	$2.4518	Dec 20, 2021
Dec 18, 2020	$0.8845	Dec 18, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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