About PSLIX
Principal SmallCap Fund Institutional Class is an actively managed mutual fund focused on delivering long-term capital growth by investing predominantly in equity securities of small-cap companies. The fund maintains at least 80% of its net assets, along with any borrowings for investment, in businesses with small market capitalizations—typically those that are constituents of the Russell 2000 Index. Managed by an experienced team, the fund employs a strategy that seeks out companies demonstrating strong and improving business fundamentals, positive shifts in investor sentiment, and compelling relative valuations. The portfolio is diversified across sectors such as technology, consumer cyclical, healthcare, industrials, financial services, and real estate, with the top holdings representing a modest portion of total assets. Recognized for its cost efficiency, the fund is positioned in the second-cheapest fee quintile among peers and is designed for institutional investors seeking exposure to the growth potential and volatility characteristics of the U.S. small-cap equity market. Established in March 2001, Principal SmallCap Fund Institutional Class plays a significant role in diversifying portfolios that aim to capture the performance of emerging small companies within the broader equity landscape.
Fund Family Principal Funds
Category Small Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PSLIX
Share Class Institutional Class
Index Russell 2000 TR
PSLIX had a total return of 9.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.75%.
