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Principal SmallCap Blend R2 (PSBNX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal SmallCap Blend R2 (PSBNX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Principal SmallCap Blend R2 Fund (PSBNX) ManagerFund Manager - Brian W. Pattinson

Fund Manager Information

Fund Manager Tenure: 7.1 years
Similar Funds: PSBJX  PSBMX  PSBPX  PSBSX 
Fund Family: Principal Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Brian Pattinson has been with Principal Global Investors since 1994. He earned a bachelor's degree and an M.B.A. in Finance from the University of Iowa. Mr. Pattinson has earned the right to use the Chartered Financial Analyst designation.  Get more insights on Brian W. Pattinson

 

Graph of Principal SmallCap Blend R2 Fund (PSBNX) ProfilePrincipal SmallCap Blend R2 Fund (PSBNX) Profile

Fund Profile and Description

Principal SmallCap Blend R2 Fund seeks long-term growth of capital. Principal SmallCap Blend R2 Fund invests primarily in common stocks of small-capitalization companies. It normally invests at least 80% of net assets (plus any borrowings for investment purposes) in common stocks of companies with small market capitalizations (those with market capitalizations similar to companies in the Russell 2000 index) at the time of purchase.

 

Principal SmallCap Blend R2 (PSBNX) Fund Strength What we like about Principal SmallCap Blend R2 (PSBNX) Fund

Data for Principal SmallCap Blend R2 Fund (PSBNX) as of May 30, 2016

  • Principal SmallCap Blend R2 Fund (PSBNX) management has been with Principal SmallCap Blend R2 Fund for 7.1 years
  • Principal SmallCap Blend R2 Fund (PSBNX) has good mid-term performance (3-year return 8.96% vs 6.96% Small Blend category median performance)
  • Principal SmallCap Blend R2 Fund (PSBNX) has good Long-term performance (5-year return 9.35% vs 7.84% Small Blend category median performance)
  • Principal SmallCap Blend R2 Fund (PSBNX) ratio of up-years vs down years is greater than 2
  • Principal SmallCap Blend R2 Fund (PSBNX) has a Morningstar rating of 4 and above

Principal SmallCap Blend R2 Fund (PSBNX) Weakness What we are cautious about Principal SmallCap Blend R2 (PSBNX) Fund

Data for Principal SmallCap Blend R2 Fund (PSBNX) as of May 30, 2016

  • Principal SmallCap Blend R2 Fund (PSBNX) has a less-than-ideal short-term performance (1-year return -7.06% vs -5.18% Small Blend category median performance)
  • Principal SmallCap Blend R2 Fund (PSBNX) has an annual stock turnover rate of 69.20% that is higher than the Small Blend average of 52.13%. This could mean Principal SmallCap Blend R2 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal SmallCap Blend R2 Fund (PSBNX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.02 that is higher than category average of 14.58
  • Principal SmallCap Blend R2 Fund (PSBNX) has a higher expense ratio of 1.51% than its Small Blend average of 1.22%
  • Even though Principal SmallCap Blend R2 Fund carries no load, it does have a 0.30% of 12b1 promotion, distributions, marketing expenses
See Principal SmallCap Blend R2 Fund (PSBNX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal SmallCap Blend R2 Fund (PSBNX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal SmallCap Blend R20.32-7.068.969.35
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Principal SmallCap Blend R2 Fund (PSBNX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Principal SmallCap Blend R2 Fund (PSBNX) Net Asset TrackingPrincipal SmallCap Blend R2 (PSBNX) Fund Net Asset

Track net asset change of Principal SmallCap Blend R2 fund (PSBNX)

DateNet Asset
05/2016$553.85M
03/2016$578.30M
02/2016$538.43M
More historic net asset information on Principal SmallCap Blend R2 Fund (PSBNX)

  

Graph of Principal SmallCap Blend R2 Fund (PSBNX) Portfolio TrackingPrincipal SmallCap Blend R2 (PSBNX) Fund Portfolio Allocation

Track portfolio allocation change of Principal SmallCap Blend R2 fund (PSBNX)

DateCashStockBondOther
04/20162.36%97.65%0%0%
02/20162.41%97.59%0%0%
01/20162.52%97.48%0%0%
Click here to see more historic asset allocation information on Principal SmallCap Blend R2 Fund (PSBNX)

 

graph of Principal SmallCap Blend R2 Fund (PSBNX) Top 10 Position TrackingTop 10 Holdings in Principal SmallCap Blend R2 (PSBNX) Fund

Discover what Principal SmallCap Blend R2 Fund (PSBNX) manager is buying

Apr 29, 2016
Highwoods Properties, Inc. Comm [2.06%]
Prestige Brand Holdings, Inc. C [1.76%]
Mid-America Apartment Communiti [1.73%]
Vail Resorts, Inc. Common Stock [1.67%]
First Industrial Realty Trust, [1.67%]
Avista Corporation Common Stock [1.62%]
Cooper Tire & Rubber Company Co [1.61%]
IBERIABANK Corporation [1.54%]
Great Western Bancorp, Inc. Com [1.53%]
HealthSouth Corporation Common [1.42%]

Feb 28, 2016
Highwoods Properties, Inc. Comm [2.13%]
CubeSmart Common Shares [1.97%]
Mid-America Apartment Communiti [1.83%]
Vail Resorts, Inc. Common Stock [1.7%]
Cooper Tire & Rubber Company Co [1.7%]
First Industrial Realty Trust, [1.67%]
Avista Corporation Common Stock [1.65%]
Prestige Brand Holdings, Inc. C [1.63%]
EMCOR Group, Inc. Common Stock [1.53%]
Synnex Corporation Common Stock [1.51%]

Jan 30, 2016
Highwoods Properties, Inc. Comm [2.47%]
CubeSmart Common Shares [2.41%]
Mid-America Apartment Communiti [1.83%]
Cooper Tire & Rubber Company Co [1.79%]
CDW Corporation [1.74%]
Vail Resorts, Inc. Common Stock [1.7%]
EMCOR Group, Inc. Common Stock [1.55%]
Prestige Brand Holdings, Inc. C [1.52%]
Caleres, Inc. Common Stock [1.43%]
First Industrial Realty Trust, [1.42%]
Click here for Stock Holding Change Map in Principal SmallCap Blend R2 Fund (PSBNX)

  

Latest News on Principal SmallCap Blend R2 (PSBNX) Fund

See what is happening with Principal SmallCap Blend R2 Fund (PSBNX)

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Principal SmallCap Blend R2 Fund (PSBNX) Related ResourcesSee more information on Principal SmallCap Blend R2 (PSBNX) Fund

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