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Principal Fds, Inc. Smallcap Fund, Class R-5: (MF: PSBPX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:03 PM ET

$33.94 USD

+0.14 (0.41%)

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    

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Zacks Premium Research for PSBPX

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

Hold 3
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 R5 PSBPX NA NA 0.00 0.00 0.72 0.99

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal SmCap Blend R3 PSBMX 30.54 12/6/2000 0.00 39.45 14.23 4.68
Principal SmCap Blend R5 PSBPX 33.94 12/6/2000 0.03 39.85 14.58 4.99
Principal SmCap Blend A PLLAX 30.97 4/28/1998 0.00 39.70 14.42 4.84
Principal SmCap Blend Instl PSLIX 34.62 7/22/2005 0.16 40.03 14.74 5.14
Principal SmCap Blend J PSBJX 29.08 10/31/2003 0.11 39.95 14.60 5.01

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal SmallCap R5 PSBPX 0 0 0 A

Contact Information

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