Summary
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in securities of companies that demonstrate improving and durable business fundamentals, rising investor expectations, and attractive relative valuations.
Then the manager const
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Directors
Jan 12, 2023- Padelford L. Lattimer
- Fritz Hirsch
- Karen McMillan
- Craig Damos
- Leroy T. Barnes, Jr
- Mary M. VanDeWeghe
- Victor L. Hymes
- Patrick G. Halter
- Timothy M. Dunbar
- Elizabeth A. Nickels
Chief Compliance Officer
- Teri R. Root
Fund Manager(s)
Price
Company Name |
Holding |
| Principal Government Money Market Fund - Class R-6 | 2.08 % |
| Taylor Morrison Home Corp | 1.65 % |
| ExlService Holdings Inc | 1.6 % |
| Chart Industries Inc | 1.47 % |
| Agree Realty Corp | 1.46 % |
| Portland General Electric Co | 1.45 % |
| First Industrial Realty Trust Inc | 1.42 % |
| Performance Food Group Co | 1.35 % |
| Advanced Energy Industries Inc | 1.34 % |
| ChampionX Corp | 1.34 % |
| More |
Performance
YTD
-
3 Year
28.75%
5 Year
22.03%
Best
45.93%
2013
Worst
-37.54%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 5.6% | -7.9% | 23.6% | -30.7% | 15.6% | 0.7% | 2.6% | -3% | 7% |
| Q2 | - | -2.2% | -17.3% | 5.6% | 28.1% | 1.6% | 11.9% | -0.6% | 4% | 0.9% |
| Q3 | - | - | -1.9% | -11.1% | 5.4% | -1.9% | 1% | 4.6% | 6.4% | -10% |
| Q4 | - | - | 5.6% | 2.1% | 14.4% | 0.6% | -20.1% | 3.7% | 7.9% | 1.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 10% | -0.5% | -3.6% | -2% | -0.2% | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 3% | -21% | 8% | 17% | 0% | -12% | 12% | 16% | -1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PSMCX | - | 3% | -21% | 8% | 17% | - | -12% | 12% | 16% | -1% |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | - | 3% | 5% | -6% | -1% | - | 0% | -2% | -4% | 4% |