Principal U.S. Small Cap Select Equity (S:0P0000Y6BG)
63.82
-1.16
(-1.79%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Insmed, Inc. | 2.28% | 156.21 | -2.61% |
| Credo Technology Group Holding Ltd. | 1.79% | 133.16 | -1.44% |
| Modine Manufacturing Co. | 1.76% | 145.99 | -1.04% |
| Dycom Industries, Inc. | 1.74% | 368.21 | -2.87% |
| SiTime Corp. | 1.73% | 342.90 | -5.47% |
| Advanced Energy Industries, Inc. | 1.72% | 262.19 | -4.86% |
| BridgeBio Pharma, Inc. | 1.71% | 77.87 | -2.55% |
| Huron Consulting Group, Inc. | 1.57% | 171.34 | -1.21% |
| Southwest Gas Holdings, Inc. | 1.55% | 83.02 | -1.05% |
| Sterling Infrastructure, Inc. | 1.54% | 351.39 | -3.53% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |