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Principal International Small CompanyR-6 (PFISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.18+0.10 (+0.99%)
As of 08:05AM EDT. Market open.

Principal International Small CompanyR-6

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management information
Tiffany N. Lavastida,Lead manager since 10 June 2014
Tiffany N. Lavastida, CFA, joined Principal Global Equities in 1997, is a portfolio manager for the firm. She is a portfolio manager for the firm's international small-cap equity strategies as well as the European small-cap strategy. She is also active in company research, focusing on the energy and financials sectors. Tiffany Previously she was a sales assistant at Midamerica Securities Management. She received an MBA with a finance concentration and a bachelor's degree in finance from the University of Iowa. Tiffany has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Small/Mid Blend
Fund familyPrincipal Funds
Net assets736.2M
YTD return4.97%
Yield1.90%
Morningstar rating★★
Inception date2 Jan 2017

Fund operations

Last dividend0.20
Last cap gain-6.00
Holdings turnover61.80%
Average for categoryN/A

Fees and expenses

ExpensePFISXCategory average
Annual report expense ratio (net)1.04%1.22%
Prospectus net expense ratio1.04%N/A
Prospectus gross expense ratio1.05%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.46%
Max deferred sales loadN/A1.31%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A