PGRTX Mutual Fund

PGRTX Mutual Fund (Principal SmallCap Growth Fund Institutional Class) is managed by Principal Funds with $85.6M in net assets. PGRTX expense ratio is 0.98%, holding 1223 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2000-12-06.

PGRTX performance shows a YTD return of 8.45%. The 1-year return is 9.73% and the 5-year return is 2.31%.

PGRTX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.6%), Oceaneering International Inc (1.2%), Guardant Health, Inc (1.1%), Cohu Inc (1.1%), Brightspring Health (1.1%). Go to all PGRTX holdings, PGRTX sectors, or PGRTX dividends.

PGRTX can be compared against other funds. Use PGRTX overlap to find shared positions, or PGRTX vs another fund for a side-by-side view. PGRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.