Smallcap Fund Fka Fund Quote
| PLLAX Fund | USD 29.92 1.09 3.78% |
PerformanceGood
| Odds Of DistressLow
|
Smallcap Fund is trading at 29.92 as of the 8th of February 2026; that is 3.78% up since the beginning of the trading day. The fund's open price was 28.83. Smallcap Fund has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 10th of November 2025 and ending today, the 8th of February 2026. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. The managers seek to invest in securities of companies that they believe have improving and sustainable business fundamentals, rising investor expectations, and attractive relative valuations.. More on Smallcap Fund Fka
Moving together with Smallcap Mutual Fund
Smallcap Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Funds, Small Blend Funds, Small Blend, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of March 2025 |
| Fiscal Year End | October |
Smallcap Fund Fka [PLLAX] is traded in USA and was established 8th of February 2026. Smallcap Fund is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Principal Funds family. This fund at this time has accumulated 2.26 B in assets with no minimum investment requirementsSmallcap Fund Fka is currently producing year-to-date (YTD) return of 5.7%, while the total return for the last 3 years was 11.2%.
Check Smallcap Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Smallcap Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Smallcap Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Smallcap Fund Fka Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Smallcap Fund Fka Risk Profiles
| Mean Deviation | 0.9124 | |||
| Semi Deviation | 0.749 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 |
Smallcap Fund Against Markets
Smallcap Mutual Fund Analysis Notes
The fund maintains 98.67% of assets in stocks. Large To find out more about Smallcap Fund Fka contact the company at 800-222-5852.Smallcap Fund Fka Investment Alerts
Top Smallcap Fund Fka Mutual Fund Constituents
| CATY | Cathay General Bancorp | Stock | |
| AZPN | Aspen Technology | Stock | |
| FR | First Industrial Realty | Stock | |
| SNX | Synnex | Stock | |
| ADUS | Addus HomeCare | Stock | |
| TTEK | Tetra Tech | Stock | |
| PBH | Prestige Brand Holdings | Stock | |
| SITM | Sitime | Stock | |
| CLF | Cleveland Cliffs | Stock | |
| CZR | Caesars Entertainment | Stock | |
| FCN | FTI Consulting | Stock | |
| MANH | Manhattan Associates | Stock | |
| AEIS | Advanced Energy Industries | Stock | |
| TDOC | Teladoc | Stock | |
| PLNT | Planet Fitness | Stock | |
| POR | Portland General Electric | Stock | |
| EHC | Encompass Health Corp | Stock | |
| BLDR | Builders FirstSource | Stock | |
| VC | Visteon Corp | Stock | |
| VLY | Valley National Bancorp | Stock | |
| GDDY | Godaddy | Stock | |
| SPT | Sprout Social | Stock |
Smallcap Fund Outstanding Bonds
Smallcap Fund issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Smallcap Fund Fka uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Smallcap bonds can be classified according to their maturity, which is the date when Smallcap Fund Fka has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US74256LAU35 Corp BondUS74256LAU35 | View | |
| PFG 875 12 JAN 26 Corp BondUS74256LEK17 | View | |
| PFG 125 16 AUG 26 Corp BondUS74256LEP04 | View | |
| PFG 15 17 NOV 26 Corp BondUS74256LES43 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAA08 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAF94 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAJ17 | View |
Smallcap Fund Predictive Daily Indicators
Smallcap Fund intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Smallcap Fund mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.04 | |||
| Day Median Price | 29.92 | |||
| Day Typical Price | 29.92 | |||
| Price Action Indicator | 0.55 | |||
| Period Momentum Indicator | 1.09 |
Smallcap Fund Forecast Models
Smallcap Fund's time-series forecasting models are one of many Smallcap Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Smallcap Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Smallcap Mutual Fund
Smallcap Fund financial ratios help investors to determine whether Smallcap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Smallcap with respect to the benefits of owning Smallcap Fund security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |