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Principal Funds, Inc. Smallcap Value Fund Ii, Class J: (MF: PSMJX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$10.15 USD
-0.06 (-0.59%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SmCp Val II J | PSMJX | NA | NA | 1.00 | 0.15 | 0.87 | 1.21 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SmCp Val II Instl | PPVIX | 10.48 | 1/31/2005 | 1.42 | -4.75 | 3.25 | 13.68 |
| Principal SmCp Val II R3 | PJARX | 9.68 | 8/11/2006 | 1.01 | -5.26 | 2.71 | 13.09 |
| Principal SmCp Val II R5 | PLARX | 10.21 | 8/11/2006 | 1.29 | -4.94 | 3.05 | 13.43 |
| Principal SmCp Val II J | PSMJX | 10.15 | 3/2/2009 | 1.25 | -5.00 | 2.94 | 13.33 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal SmCp Val II J | PSMJX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |