PSIJX

About PSIJX

Principal SmallCap Growth Fund I Class J is a mutual fund focused on providing long-term capital growth by investing primarily in the equity securities of small-cap companies with strong earnings growth potential. The fund typically allocates at least 80% of its net assets to growth stocks issued by companies at the lower end of the market capitalization spectrum, aligning its portfolio composition with the characteristics of the Russell 2000 Growth Index, its benchmark. This approach seeks to tap into the rapid expansion opportunities often found among emerging and innovative businesses across diverse industries. The fund may also use index sampling strategies for up to 30% of assets to more closely track benchmark performance. Managed by an experienced team, the fund is structured for investors looking to participate broadly in the U.S. small-cap growth segment. With an inception date in 2001, a minimum investment threshold, and annual dividend distributions, the fund serves as a dynamic vehicle for exposure to smaller companies that are positioned for above-average capital appreciation over time within the financial markets.