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Principal Fds, Inc. Smallcap Fund, Class A: (MF: PLLAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:43 PM ET

$29.33 USD

-0.03 (-0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PLLAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund normally invests at least 80% of its assets in common stocks of companies with small market capitalizations at the time of purchase. The fund may invest up to 25% of its assets in securities of foreign companies. Dividends and capital gains, if any, are distributed annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Principal SmallCap A PLLAX 5.50 NA 0.00 0.25 0.72 1.10

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCap Blend R3 PSBMX 28.80 12/6/2000 0.00 10.90 13.20 4.09
Principal SmCap Blend R5 PSBPX 32.10 12/6/2000 0.03 11.27 13.54 4.40
Principal SmCap Blend A PLLAX 29.33 4/28/1998 0.00 11.09 13.39 4.26
Principal SmCap Blend Instl PSLIX 32.71 7/22/2005 0.17 11.40 13.69 4.55
Principal SmCap Blend J PSBJX 27.46 10/31/2003 0.11 11.28 13.56 4.42

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SmallCap A PLLAX 1000 100 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343