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Principal Fds, Inc. Smallcap Growth Fund I, J Cl: (MF: PSIJX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 05:52 PM ET

$9.04 USD

-0.12 (-1.31%)

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

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 17.49 50
3 months -1.69 85
6 months 11.95 31
1 Year 25.33 28
3 Year 16.04 31
5 Year 4.02 73
10 Year 11.97 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.93
Bull Market (2/09 - 3/21) 952.62

Load Adjusted Returns as of Aug 31, 2026

1 Year 41.90
5 Year 6.19
10 Year 13.74
Since Inception 10.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.77 30.83 NA NA
2025 -11.24 13.62 7.91 3.35
2024 6.05 -2.34 7.90 0.40
2023 6.42 6.29 -7.65 12.70
2022 -14.52 -19.05 -1.70 4.77
2021 2.76 4.97 -1.78 1.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.4912.4712.2017.73-28.747.1041.8133.20-5.7225.988.95
% Total Return Rel to Index 7.98-5.74-12.82-8.50-10.54-21.5823.411.71-1.334.19-2.98
% Total Return Rel to Peer 1.425.170.271.65-9.22-12.2122.817.765.0410.39-6.99
% Perf Quintile vs Peer* 3.002.003.002.005.005.001.001.002.001.005.00
% Dividends 0.000.000.070.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.411.110.000.102.450.891.012.330.840.36
Expense Ratio 1.101.111.091.141.111.071.161.331.291.361.35

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