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Principal Fds, Inc. Smallcap Value Fd Ii, Insti Cl: (MF: PPVIX)

(NASDAQ Mutual Funds) As of Sep 10, 2026 05:58 PM ET

$13.20 USD

-0.09 (-0.68%)

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

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PPVIX

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

Sell 4
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SmCp Val II Instl PPVIX NA NA 0.00 0.00 0.88 0.93

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCp Val II Instl PPVIX 13.20 1/31/2005 1.02 28.54 11.59 9.39
Principal SmCp Val II J PSMJX 12.90 3/2/2009 0.84 28.29 11.28 9.08
Principal SmCp Val II R3 PJARX 12.51 8/11/2006 0.71 27.86 10.98 8.82
Principal SmCp Val II R5 PLARX 13.19 8/11/2006 0.86 28.31 11.34 9.16

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SmCp Val II Instl PPVIX 0 0 0 A

Contact Information

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