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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$31.40 USD

+0.14 (0.45%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.83 62
3 months 8.45 36
6 months 10.74 73
1 Year 36.66 31
3 Year 15.95 59
5 Year 5.21 60
10 Year 10.40 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 125.70
Bear Market (10/07 - 2/09) -53.92
Bull Market (2/09 - 3/21) 772.00

Load Adjusted Returns as of May 31, 2026

1 Year 23.80
5 Year 3.13
10 Year 9.29
Since Inception 7.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.27 NA NA NA
2025 -8.63 9.80 9.98 3.83
2024 7.63 -5.59 5.76 -0.85
2023 5.77 4.49 -6.34 11.25
2022 -7.74 -17.18 -1.72 5.86
2021 12.86 5.77 -2.33 2.38

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.8314.576.5415.16-20.5119.3621.4426.92-11.1512.3116.66
% Total Return Rel to Index 4.29-3.64-18.47-11.08-2.30-9.313.04-4.56-6.76-9.484.72
% Total Return Rel to Peer -1.267.26-5.37-0.91-0.990.052.451.49-0.38-3.280.71
% Perf Quintile vs Peer* 4.001.005.004.003.003.002.002.003.004.003.00
% Dividends 0.000.000.000.010.000.000.000.000.000.000.07
% Yield 0.000.000.000.000.000.000.000.000.000.000.33
Capital Gains ($) 0.001.540.460.690.002.130.561.212.901.970.43
Expense Ratio 0.001.301.311.311.311.311.321.321.321.341.33

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