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

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$27.47 USD

+0.07 (0.26%)

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 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 R3 PSBMX NA NA 0.00 0.25 0.73 1.30

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCap Blend R3 PSBMX 27.47 12/6/2000 0.00 20.24 10.11 4.80
Principal SmCap Blend R5 PSBPX 30.65 12/6/2000 0.03 20.62 10.43 5.11
Principal SmCap Blend Instl PSLIX 31.20 7/22/2005 0.17 20.80 10.59 5.26
Principal SmCap Blend A PLLAX 27.92 4/28/1998 0.00 20.45 10.28 4.96
Principal SmCap Blend J PSBJX 26.21 10/31/2003 0.11 20.61 10.44 5.12

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