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Principal Fds, Inc. Smallcap Fund, Class J: (MF: PSBJX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:57 PM ET

$27.71 USD

+0.16 (0.58%)

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

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.03 81
3 months -9.61 72
6 months 8.35 71
1 Year 11.28 70
3 Year 13.56 61
5 Year 4.42 66
10 Year 9.33 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.78
Bull Market (2/09 - 3/21) 808.39

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.16
5 Year 4.41
10 Year 9.33
Since Inception 8.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.22 19.88 -9.61 NA
2025 -8.54 9.83 10.11 3.96
2024 6.33 -5.51 5.88 -0.80
2023 5.86 4.62 -6.34 12.76
2022 -7.71 -17.09 -1.61 5.89
2021 12.96 5.83 -2.24 2.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0315.005.5216.96-20.2919.8021.7627.25-10.8712.6417.05
% Total Return Rel to Index -5.71-3.21-19.49-9.27-2.09-8.873.36-4.24-6.48-9.155.12
% Total Return Rel to Peer -4.497.69-6.390.89-0.770.492.771.81-0.09-2.951.10
% Perf Quintile vs Peer* 4.001.005.003.003.003.002.002.003.004.003.00
% Dividends 0.000.030.050.080.010.000.000.040.040.010.13
% Yield 0.100.110.220.130.080.000.000.180.220.030.61
Capital Gains ($) 0.001.540.460.690.002.130.561.212.901.970.43
Expense Ratio 0.970.970.961.020.990.981.031.061.021.051.02

* 1 = Top 20%, 5 = Bottom 20%