SmallCap Growth Fund I

Principal Funds, Inc · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:PPNMXPPNPXPGRTXPSIJXPCSMX
$2.35B NAV
1,218 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

SmallCap Growth Fund I is an actively managed U.S. equity fund. 41% of PPNMX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks long-term growth of capital.

Strategy · summarised

The fund is primarily actively managed by sub-advisors, which invest at least 80% of assets in growth equity securities of small-capitalization companies within the Russell 2000 Index range and included in at least one of the MSCI All Country World IMI Growth Index, S&P 1500 Growth Index, or Russell 3000 Growth Index. Principal Global Investors may also invest up to 30% of assets using an index sampling strategy to match the Russell 2000 Growth Index. Because the fund uses index sampling for a portion of its holdings, performance may diverge from the Russell 2000 Growth Index.

Expenses
0.87% 1.44%across 5 share classes
Share classGrossNet
PPNMX1.46%1.44%
PPNPX1.15%1.13%
PGRTX1.00%0.98%
PSIJX1.16%1.14%
PCSMX0.90%0.87%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 70.10% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.24%
of net assets
Stocks97.24%
Cash & short-term4.01%
Derivatives0.00%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials26.6%
Information Technology24.4%
Health Care20.5%
Financials7.9%
10 smaller20.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
41%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 42 new47 exited

Largest new: PIPR, MUSA, AVEX, COHU, AM, CAVA, WAL, LFUS

Largest exited: Piper Sandler Cos, LITE, CELH, WING, Confluent Inc, BROS, Onestream Inc, NIQ

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+43.70%+57.88%+17.66%17.89%-18.24%
+44.27%+59.39%+19.52%17.90%-18.16%
+44.48%+60.03%+20.36%17.85%-18.13%
+44.25%+59.24%+19.40%17.94%-18.20%
+44.60%+60.59%+21.04%17.84%-18.08%
Cumulative return· May 2023 – Oct 2024

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Principal Funds, Inc - Government Money Market Fund - Class R-63.92%$91.89M
Bloom Energy CorpBE2.90%$68.14M
Credo Technology Group Holding LtdCRDO1.77%$41.46M
Modine Manufacturing CoMOD1.64%$38.50M
FabrinetFN1.61%$37.89M
TTM Technologies IncTTMI1.44%$33.77M
Guardant Health IncGH1.40%$32.74M
SiTime CorpSITM1.31%$30.72M
ESCO Technologies IncESE1.15%$27.09M
SPX Technologies IncSPXC1.14%$26.68M
Showing 10 of 1,218Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 18.27% of net assets, top 25 31.15%, across 1.2K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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