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

(NASDAQ Mutual Funds) As of Apr 27, 2026 06:02 PM ET

$12.80 USD

+0.07 (0.55%)

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

2-Buy of 5   2      

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

Buy 2
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 0.94

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCp Val II Instl PPVIX 12.80 1/31/2005 1.14 20.49 11.11 7.41
Principal SmCp Val II R3 PJARX 11.33 8/11/2006 0.79 19.86 10.55 6.84
Principal SmCp Val II R5 PLARX 11.94 8/11/2006 0.96 20.26 10.91 7.19
Principal SmCp Val II J PSMJX 11.68 3/2/2009 0.94 20.24 10.80 7.10

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