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Principal Fds, Inc. Smallcap Fund, Class R-3: (MF: PSBMX)

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

$28.90 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 PSBMX

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 invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. Small-cap companies are defined as those with market capitalizations within the range of companies comprising the Russell 2000 Index. The managers seek to invest in companies they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal SmallCap R3 PSBMX NA NA 0.00 0.25 0.72 1.30

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCap Blend R3 PSBMX 28.90 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 29.23 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 R3 PSBMX 0 0 0 A

Contact Information

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