PPNMX – Principal SmallCap Growth I R3 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in growth equity securities of companies with small market capitalizations. The fund may invest up to 30% of the fund's assets using an index sampling strategy designed to match the performance of the Russell 2000® Growth Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PGRTX	Principal SmallCap Growth Fund I Institutional Class	Institutional	Open			Dec 6, 2000	$91.38M	0.980%	Above Average	$0	−$18.31M
PPNPX	Principal SmallCap Growth Fund I R-5 Class	Retirement, Large	Open			Dec 6, 2000	$31.23M	1.130%	High	$0	−$3.74M
PCSMX	Principal SmallCap Growth Fund I Class R-6	Retirement, Large	Open			Nov 25, 2014	$2.15B	0.870%	Above Average	$0	−$124.40M
PPNMX	Principal SmallCap Growth Fund I R-3 Class	Retirement, Medium	Open			Dec 6, 2000	$15.69M	1.440%	Average	$0	−$2.64M
PSIJX	Principal SmallCap Growth Fund I Class J	Retirement, Medium	Open			Mar 1, 2001	$79.31M	1.140%	Below Average	$1,000	−$1.92M

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