Principal SMA Small Cap Select Equity (S:0P000195BU)
61.17
-0.47
(-0.76%)
USD |
Feb 28 2026
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 March 15, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Advanced Energy Industries, Inc. | 2.61% | 302.02 | -1.24% |
| Modine Manufacturing Co. | 2.10% | 188.54 | -1.77% |
| Insmed, Inc. | 2.06% | 139.50 | -0.01% |
| SiTime Corp. | 1.63% | 326.13 | 1.01% |
| Southwest Gas Holdings, Inc. | 1.62% | 88.01 | 0.79% |
| MYR Group, Inc. | 1.52% | 261.13 | 1.33% |
| Dycom Industries, Inc. | 1.48% | 347.23 | -2.80% |
| BridgeBio Pharma, Inc. | 1.47% | 69.41 | 2.10% |
| UMB Financial Corp. | 1.44% | 110.38 | -1.39% |
| WESCO International, Inc. | 1.43% | 256.11 | -0.61% |
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 | -- |