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Principal Fds, Inc. Smallcap Fund, Institutional Class: (MF: PSLIX)

(NASDAQ Mutual Funds) As of Oct 27, 2026 05:49 PM ET

$33.37 USD

+0.36 (1.09%)

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

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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 7.13 81
3 months -9.59 71
6 months 8.38 70
1 Year 11.40 70
3 Year 13.69 60
5 Year 4.55 64
10 Year 9.51 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.59
Bull Market (2/09 - 3/21) 849.99

Load Adjusted Returns as of Sep 30, 2026

1 Year 11.39
5 Year 4.55
10 Year 9.51
Since Inception 7.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.15 19.88 -9.59 NA
2025 -8.51 9.91 10.10 3.98
2024 6.34 -5.48 5.91 -0.78
2023 5.88 4.66 -6.25 12.79
2022 -7.66 -17.07 -1.59 5.94
2021 13.02 5.87 -2.21 2.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.1215.135.6117.19-20.1719.9421.9627.52-10.6912.9217.29
% Total Return Rel to Index -5.61-3.08-19.40-9.05-1.96-8.733.56-3.96-6.30-8.865.35
% Total Return Rel to Peer -4.397.83-6.301.11-0.650.632.962.090.07-2.671.34
% Perf Quintile vs Peer* 4.001.005.003.003.003.002.002.003.004.003.00
% Dividends 0.000.050.070.110.040.000.030.070.080.060.17
% Yield 0.160.170.260.200.180.000.110.320.390.230.72
Capital Gains ($) 0.001.540.460.690.002.130.561.212.901.970.43
Expense Ratio 0.850.850.850.850.850.850.850.850.810.800.80

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