Back to top
more

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

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

$32.22 USD

-0.03 (-0.09%)

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

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 7.06 81
3 months -9.63 72
6 months 8.33 71
1 Year 11.27 71
3 Year 13.54 62
5 Year 4.40 66
10 Year 9.34 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.18
Bear Market (10/07 - 2/09) -53.72
Bull Market (2/09 - 3/21) 820.21

Load Adjusted Returns as of Sep 30, 2026

1 Year 11.27
5 Year 4.40
10 Year 9.34
Since Inception 7.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.17 19.88 -9.63 NA
2025 -8.54 9.85 10.07 3.93
2024 7.64 -5.50 5.86 -0.81
2023 5.85 4.61 -6.31 11.37
2022 -7.68 -17.11 -1.62 5.88
2021 13.00 5.81 -2.24 2.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.0614.936.8115.54-20.2919.7821.7627.35-10.8712.6717.02
% Total Return Rel to Index -5.68-3.28-18.21-10.70-2.08-8.893.35-4.14-6.48-9.125.08
% Total Return Rel to Peer -4.467.63-5.11-0.53-0.770.472.761.91-0.10-2.921.07
% Perf Quintile vs Peer* 4.001.005.003.003.003.002.002.003.004.003.00
% Dividends 0.000.010.060.060.010.000.000.040.050.010.13
% Yield 0.030.030.210.040.040.000.000.190.220.030.55
Capital Gains ($) 0.001.540.460.690.002.130.561.212.901.970.43
Expense Ratio 0.990.991.001.001.001.001.011.011.011.031.02

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