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Principal SmallCap Blend C (PSMCX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal SmallCap Blend C (PSMCX) Fund

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

 

Graph of Principal SmallCap Blend C Fund (PSMCX) ManagerFund Manager - Brian W. Pattinson

Fund Manager Information

Fund Manager Tenure: 7.1 years
Fund Family: Principal Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (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 C Fund (PSMCX) ProfilePrincipal SmallCap Blend C Fund (PSMCX) Profile

Fund Profile and Description

Principal SmallCap Blend C Fund seeks long-term growth of capital. Principal SmallCap Blend C 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 C (PSMCX) Fund Strength What we like about Principal SmallCap Blend C (PSMCX) Fund

Data for Principal SmallCap Blend C Fund (PSMCX) as of May 30, 2016

  • Principal SmallCap Blend C Fund (PSMCX) management has been with Principal SmallCap Blend C Fund for 7.1 years
  • Principal SmallCap Blend C Fund (PSMCX) has good mid-term performance (3-year return 8.34% vs 6.96% Small Blend category median performance)
  • Principal SmallCap Blend C Fund (PSMCX) has good Long-term performance (5-year return 8.72% vs 7.84% Small Blend category median performance)

Principal SmallCap Blend C Fund (PSMCX) Weakness What we are cautious about Principal SmallCap Blend C (PSMCX) Fund

Data for Principal SmallCap Blend C Fund (PSMCX) as of May 30, 2016

  • Principal SmallCap Blend C Fund (PSMCX) has a less-than-ideal short-term performance (1-year return -7.58% vs -5.18% Small Blend category median performance)
  • Principal SmallCap Blend C Fund (PSMCX) ratio of up-years vs down years can be improved
  • Principal SmallCap Blend C Fund (PSMCX) has a Morningstar rating of 3 and below
  • Principal SmallCap Blend C Fund (PSMCX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
  • Principal SmallCap Blend C Fund (PSMCX) 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 C Fund (PSMCX) has a higher expense ratio of 2.07% than its Small Blend average of 1.22%
  • Principal SmallCap Blend C Fund (PSMCX) carries a 1% load
See Principal SmallCap Blend C Fund (PSMCX) performance details as of May 30, 2016

 

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Compare Principal SmallCap Blend C Fund (PSMCX)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 C0.06-7.588.348.72
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 C Fund (PSMCX)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 C Fund (PSMCX) Net Asset TrackingPrincipal SmallCap Blend C (PSMCX) Fund Net Asset

Track net asset change of Principal SmallCap Blend C fund (PSMCX)

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

  

Graph of Principal SmallCap Blend C Fund (PSMCX) Portfolio TrackingPrincipal SmallCap Blend C (PSMCX) Fund Portfolio Allocation

Track portfolio allocation change of Principal SmallCap Blend C fund (PSMCX)

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 C Fund (PSMCX)

 

graph of Principal SmallCap Blend C Fund (PSMCX) Top 10 Position TrackingTop 10 Holdings in Principal SmallCap Blend C (PSMCX) Fund

Discover what Principal SmallCap Blend C Fund (PSMCX) 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 C Fund (PSMCX)

  

Latest News on Principal SmallCap Blend C (PSMCX) Fund

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Principal SmallCap Blend C Fund (PSMCX) Related ResourcesSee more information on Principal SmallCap Blend C (PSMCX) Fund

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