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Principal Funds, Inc. Smallcap Value Fund Ii, Class J: (MF: PSMJX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:59 PM ET
$11.42 USD
+0.09 (0.79%)
Zacks MF Rank
2-Buy of 5 2
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal SmCp Val II J | PSMJX | NA | NA | 1.00 | 0.15 | 0.87 | 1.22 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal SmCp Val II Instl | PPVIX | 12.03 | 1/31/2005 | 1.22 | 3.40 | 13.36 | 15.73 |
| Principal SmCp Val II R3 | PJARX | 11.14 | 8/11/2006 | 0.87 | 2.89 | 12.76 | 15.12 |
| Principal SmCp Val II R5 | PLARX | 11.26 | 8/11/2006 | 1.11 | 3.15 | 13.11 | 15.49 |
| Principal SmCp Val II J | PSMJX | 11.42 | 3/2/2009 | 1.07 | 3.06 | 12.98 | 15.35 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |