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Principal Funds, Inc. Smallcap Value Fund Ii, Class J: (MF: PSMJX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$9.95 USD

+0.23 (2.37%)

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

Zacks Premium Research for PSMJX

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

Buy 2
MF Report

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 9.80 1/31/2005 1.35 -5.35 2.84 17.81
Principal SmCp Val II R3 PJARX 8.98 8/11/2006 0.96 -5.82 2.32 17.19
Principal SmCp Val II R5 PLARX 9.42 8/11/2006 1.22 -5.48 2.63 17.57
Principal SmCp Val II J PSMJX 9.95 3/2/2009 1.19 -5.56 2.52 17.44

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